In Episode 18, Katia interviews Danielle all about tips and tricks of updating information for a seamless transition when moving offices. While this might seem like a simple one, when it comes to insurance updating your address is essential. Visit the IAP Facebook Page for show notes and resources for this episode.
is there a letter template for sending to clients and insurance companies about closing just one of my 2 office locations?
1. i want to notify insurance companies
2. besides discussing with clients personally, i want to notify my clients in writing.
i won't have any billing issues because i use my personal residence for that.
thank you for this podcast