Position Yourself To Win With Every Customer Interaction
As brokers, agents, and advisors, our job is to deliver customer experiences that are so exceptional that our customers will never want to seek service anywhere else.
We need to provide the products that meet each customer’s individual wants and needs, while also providing them with constant attention, deeper relationships, and unrivaled experiences in every single interaction we have with them.
When was the last time you took a close look at the way your customers are treated at every touchpoint? How are they greeted on the phone, in your app, or when they stop by your office? How attentive and responsive are your team members when customers request an address or beneficiary change, add a vehicle to their policy, make a payment, or inquire about a new type of coverage? How consistent is that service across your enterprise?
If you’re not sure, start by examining these aspects of your customers’ service experience.
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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.