Your question is Structuring a First Client Meeting. Take a moment with it on the right.
Talk me through your thinking if you like. When you're confident, submit your answer and I'll grade it like a real screen (7/10 or better passes).
Tell me about a time you led an initial meeting with a prospective client to uncover their insurance coverage needs and pain points. How did you structure the conversation, build trust quickly, and turn what you learned into a clear next step?