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BEFORE

• NO RISK ASSESSMENT PROCESS IN PLACE
• LOTS OF DATA, LITTLE INFORMATION
• NO PROCESS FOR IMPROVEMENT
• “ME-TOO” PROCESS OF CLIENT ACQUISITION

AFTER

• CREATED RISK ASSESSMENT PROCESS FOR CLIENT
• TURNED DATA INTO INFORMATION FOR ACTION
• STAR’S PROCESS IMPROVED CLIENT RISK PROFILES
• CREATED “VALUE-ADDED” SALES PROCESS

REFERENCE

Kip Augspurger [Director]

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