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Instructions for Completing the
Client Contact Form for the
State Health Insurance Assistance Program (SHIP)
Submitted to CMS QuarterlyContents
Definition of Client Contacts ...................................................................................2
When
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Anyone involved in the client engagement process, such as sales representatives, account managers, or customer success teams, may need the draft client contact instmanual. This document serves as a comprehensive record of the client's contact information, background, needs, and proposed solutions, ensuring clear communication and alignment between the organization and the client.
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Draft client contact instmanual should include contact details, communication guidelines, and any specific procedures for client interactions.
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