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customer service

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Read more about the article Should Your Agency Employ a Virtual Assistant?

Should Your Agency Employ a Virtual Assistant?

  • Post published:July 5, 2023
  • Post category:General

You probably spend lots of time looking for ways to be more efficient. You may even have invested in technology to help your agency grow, service policyholders, and generate leads.…

Continue ReadingShould Your Agency Employ a Virtual Assistant?
Read more about the article How an Agent Should Respond to a Department of Insurance Complaint

How an Agent Should Respond to a Department of Insurance Complaint

  • Post published:May 16, 2023
  • Post category:Agent Insider Newsletter

It happens to every agent and broker at some point in their career. Eventually, a customer will file a department of insurance complaint against you or your agency. While not…

Continue ReadingHow an Agent Should Respond to a Department of Insurance Complaint
Read more about the article The First 90 Days With a New Policyholder — The Customer Experience Matters

The First 90 Days With a New Policyholder — The Customer Experience Matters

  • Post published:February 13, 2023
  • Post category:Agency Management

Your work as an insurance agent doesn’t end when your customer purchases their policy. In fact, the first 90 days with a new policyholder are a critically important time in…

Continue ReadingThe First 90 Days With a New Policyholder — The Customer Experience Matters
Read more about the article How to Build Customer Trust and Authority as an Insurance Agent

How to Build Customer Trust and Authority as an Insurance Agent

  • Post published:January 31, 2023
  • Post category:Agency Management/Professional Development

Insurance is often misunderstood. Consumers often fear they will pay a lot in premiums and still struggle for coverage if they file a claim. Insurance agents and brokers have to…

Continue ReadingHow to Build Customer Trust and Authority as an Insurance Agent

It’s the Small Things: What You Should Focus On In Your Customer Service

  • Post published:March 26, 2019
  • Post category:Sales & Marketing

As your insurance agency grows, you hope that your client base will spread the word about your business, leading to new prospects to help you expand even more. 

Continue ReadingIt’s the Small Things: What You Should Focus On In Your Customer Service
Read more about the article 10 Customer Service Tips to Improve Client Retention

10 Customer Service Tips to Improve Client Retention

  • Post published:March 25, 2015
  • Post category:Sales & Marketing

How well does your insurance agency do customer service? Sometimes, it's the little things that make the biggest difference and improve client retention. 

Continue Reading10 Customer Service Tips to Improve Client Retention

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