How to Talk to Pet Owners About Insurance:

Best Practice #3: Make a Note in Client Records

Welcome
Pawlicy Advisor's Veterinary Continuing Education Series
02:08
Pet Insurance 101
A Veterinary Professional’s Role In Pet Insurance
How to Navigate Pet Insurance
How to Talk to Pet Owners About Insurance
Best Practice #3: Make a Note in Client Records
01:22
How Pawlicy Advisor Can Help

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Lesson info:

How to Talk to Pet Owners About Insurance: Best Practice #3: Make a Note in Client Records
  1. Document if a client has insurance in their records
  2. Discuss active policies at the time of treatment
  3. Mention wellness insurance benefits