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One of the ways you can set your agency or firm apart from your competitors is with customer service. In this day and age, consumers expect prompt friendly answers to their questions.
If you’re anything like me, when you started your insurance agency, you probably didn’t realize that (in the grand scheme of things), you’re actually not in the business of selling insurance, but rather in the business of marketing, and customer service. The sale is simply the mechanism that compensates you initially, but it can’t happen …
Have you ever sat down and actually strategically planned out your agency’s on-boarding process for new customers? It’s probably the single most important process or procedure your agency could ever develop and execute on. If you haven’t gotten that far, or you have, but aren’t quite sure what you’re doing, today is your lucky day, because we’ve created a …
