Agency Interactive: Insurance Agency Secret Shopper Calls

Description

Have you considered insurance secret shopper calls for your agency? Curious about your agency’s new business customer experience?
Or do you have a team member you want to get some honest feedback on?
Maybe you just want to make sure you are continuously on top of your game?

Our insurance secret shopper calls program may be for you! We have a trained team of insurance secret shoppers that can help hold your agents accountable and see where there may be some areas for opportunity and improvement!

Our Program Includes:

• A Leadership Guide for launching and understanding the calls
• A Prep Meeting with a Performance Consultant
• Review of the following areas:
  • Building Rapport
  • Gathering Information for Convenience
  • Setting Expectations
  • Delivering the Quote
  • Asking for the Business
  • Follow Up
• You will receive the following:
  • Individual review of each call with a video, questionnaire form, call score and comments from the secret shopper
  • Aggregate data on a group of calls (the average score of the calls)
  • Benchmark of your agency against others!
• A 30 minute consultation with a Performance Consultant to review your results!

Your agency will get to select your secret shopper(s) from our list of both commercial and personal lines secret shoppers. From there you will select the scenario that you want the secret shopper to call into your agency with. The process takes two weeks from the time your agency selects the secret shopper to when you obtain the results.

We will track the quote and follow-up process. You will be surprised how few agents spend time following up on quotes, and we know that success is in the follow up. You can share with your team the results, video and quotes for review.

We also recommend that you check your agency management system to ensure that the agent followed your new business process.

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