Connectivity Solutions for Insurance Agents

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Connectivity Solutions for Insurance Agents
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Know your consumer base

• When seeking connectivity solutions for your
  insurance agency, consider the clients first
• What type of insurance do you specialize in? What
  are your most common policy issues/questions?

3
Keep it personal

• Its important to maintain a level of personality
  even within automated communications
• Dont settle for robotic, outdated IVR systems

4
Create custom phone trees

• Streamline inbound call menus as per your
  branchs needs
• For example, if you specialize in workmans
  compensation insurance claims, organize menus to
  cater to this (dont make clients wait through
  pet insurance, car insurance, etc.)

5
Voice broadcast

• Utilize voice broadcast technology to send
  notifications en masse
• Useful for bill pay, account/service changes,
  scheduled meeting reminders, etc.
• Provide press-1 option for clients to connect
  and pay immediately

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Voice broadcast contd

• Easily conduct customer satisfaction surveys,
  encourage back and forth communication with
  clientele
• Periodically thank long time customers for their
  continued business (i.e. birthdays,
  anniversaries, etc.)

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Call Center solutions

• Maximize individual agent efficiency by relying
  on smart predictive dialer to weed out bad phone
  numbers and answering machines
• This guarantees that employees phone time is
  productive and spent on calls, rather than
  listening to dial tones or hand dialing numbers

8
Harness the power of SMS

• Text messaging can be useful for a multitude of
  insurance related communications, including text
  reminders and accounts receivable.
• Create compelling opt-in to entice potential new
  clients to join subscriber list
• Text messages are exponentially more likely to be
  opened and read than email, snail mail

9
Ask questions

• Use voice broadcast, SMS to determine ways to
  better serve your client base
• Surveys, giveaways, raffles, etc. are great ways
  to engender goodwill and create loyalty
• Involve the whole family whenever possible

10
Invest wisely with call tracking

• Carefully monitor real time returns on various ad
  media
• Applicable to voice broadcast and SMS campaigns
• Dont waste money on fruitless ad pursuits