Understand consumer & customer expectations for ease of doing business, and learn how to address your top customer experience priorities.
Cultivate the Customer Experience Your Clients Want
What do customers want from their independent insurance agent? The Agents Council for Technology (ACT) has developed strategies to help you tap-into technology, and motivate your team to provide the service today's insurance shoppers want efficiently and effectively. Like many things, customer experience has phases and by creating a process with touchpoints throughout the insurance policy lifecycle, your team will build the relationships with clients-- on the client's terms. And when mastered correctly, your clients become champions for your sales pipeline bringing referrals to help you grow your book of business.
TIP: The majority of the touchpoints will apply to both commerical and personal lines, howver are are clearly touchpoints that apply primarily to one line of business.