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It is in offering such efficiency-boosting solutions and uncovering needs not being met by other sources that independent distributors will find success in the insurance market.
For instance, Schidecker stressed looking for customers who use three or more documents that are currently being run as separate forms and showing them how they can save money, time and storage space by joining them all into one convenient form. "The first step is finding forms that are associated and then educating end-users on how the forms can be joined into one for workflow efficiency, as well as simplifying ordering and inventory tracking."
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