Hi Agent!
Here is your daily dose of ridiculously amazing insurance agent training.
Daily Three Minute Video:
Insurance Communication: When to call, email, text and use mail
Insurance communication — how your client wants to be communicated with is critical, but you may have a personal preference that is creating a gap in your insurance customer’s experience. We each have a preferred method of insurance communication. In fact, we may have some STRONG preferences that cloud our judgement. We want to end the debate right here on what to do when! First, we cover the different types of insurance customer experiences: Complex: new business quotes, claims, remarkets, buying a new home Transactional: Paying a bill, certificates (basic ones), auto ID cards, mortagee changes Next, we identify how the client prefers to have communication. Finally, we share how in the complex situations you can honor the client’s insurance communication wishes but still have a great customer experience. We also address the idea that if we email it’s easier to document. While that may be, challenge your thinking — are you focused on the task or the outcome? In our AppX Retention course we cover how to get the best updated contact information for your clients. Check it out online, virtually or in person: https://www.agencyperformancepartners.com/services/appx-retention/
Just For Fun!
We all need a little laugh and break in insurance and we are happy to bring it to you!
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We have tons of new merchandise! And from now until 1/1/21 you can receive 25% off using code “HOLIDAY”.
