I want to Lati Carpenter, Chapter’s in-house expert for helping me and my clients, Bob and Marla. We met for a planning on an unusually complicated situation. Theclient came to the meeting with a negative predisposition of Chapter.
Lati could not have handled it better. Her knowledge, communication skills, attitude and friendliness soon won over the client. Furthermore, she answered their many questions and helped them accomplish all their Medicare related health insurance goals. She even stayed on with us beyond the allocated time to ensure everything was taken care of.
It is important, especially in a world where it is too common to criticize and find fault, to acknowledge when people do a good job. It is even more important to note when they go above and beyond and even more so when they do it with such ease as Lati did. Lati is an excellent representative of Chapter and your corporate values and mission.
3 months ago
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