Continuity: Strategies For Perpetuating Books Of Business

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Rough Notes - Dec 30, 2025

The process is imperative [T]hink of continuity not as a massive project to complete, but rather a daily discipline to enforce and monitor consistently.   By Kari Glennon Every producer’s book of business (BoB) is a continually appreciating asset. However, just because you’ve spent years establishin...

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