Offer Concierge Follow-Up Service
We often hear the term concierge service, but it’s high-level follow-up that enhances your client’s overall experience. This doesn’t necessarily require adding additional team members to the payroll. Just develop a new system for the way your current team performs follow-up. It might be a simple next-day call to reiterate key discoveries and action items from the previous day’s appointment and to find out if the client has questions or concerns.
#ClientExperience #KorsgadenLearningAndPreformance
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Articles by
Troy Korsgaden
Troy Korsgaden is a #1 bestselling author, a highly sought after speaker and consultant in the insurance and financial services industry with a proven track record of success. With his 30-plus years of experience in the insurance and financial services industry, he is able to draw on his extensive knowledge of best practices and industry trends as inspiration for his many consulting opportunities and speaking engagements. Troy is highly respected for his insights in the application of technology for carrier workflows and distribution, as well as change management, customer service, and transformational work. His energy, dynamism, humor and distinctive ability to connect with his audience truly set him apart and keep him in high demand.