COBIA Insurance Agency的动态

Accurate contact details are key to staying protected ? At firstEquity Insurance Group, we’re committed to making sure every detail of our clients’ insurance policies aligns with their needs and preferences. A vital step in this process is keeping contact details up to date. ? We know that having the correct email addresses, phone numbers, and communication preferences on record is more than just an administrative task – it’s essential to ensuring clients receive every important message directly. ? Please remember to notify your Accounts Executive immediately should there be any change to your contact details. Staying connected truly means staying protected. #firstEquity #InsuranceMatters #ClientCare #StayConnected #CommunicationMatters

I found this comment put out yesterday by a senior leader at a large insurance carrier interesting... "Carriers that come to recognize that in the long run—all the tools and technology around acquiring and servicing an insurance policy pale in comparison to the service delivery and how we lean into those emotional moments at the time of a claim—will create an advantage." Not that I disagree with the point around claims and this being the "rubber meets the road" moment. What I do find interesting here, as is generally across the board with carriers, is how does the agent get supported in serving the customer better? This executive mentions "all the tools and technology" to help sell and service policyholders at the carrier level. Where are these tools and technology for the agent? Fact of the matter is, agents spend an exorbitant amount of resources on human beings (38% of revenue on average) to simply tread water on a marginal service experience. Most are so maxed they don't have the time and or resources to provide any sort of sufficient claims experience. Point being- The carriers can put all of the amazing tools, technology and processes to serve their policyholders. But if agents aren't afforded even a fraction of the technology access, and they are the ones on the front lines with customers...then does it all really matter? To me, something is highly broken in the technology disbursement between stakeholders and I think this gets drastically overlooked at the top. #truth #clientexperience #independentagents

At Prizm Insurance, we prioritize a seamless and personalized approach, ensuring clients aren’t overwhelmed with endless emails and calls. Unlike many other #insuretech companies that rely on aggressive follow-ups, we focus on a more respectful and efficient process. We understand how frustrating it can be when other tech-enabled brokers operate more like auto-raters with a glossy exterior, aiming to drive volume without offering real advice or consultation. Often, once you leave their platform without making a purchase, the flood of calls and emails starts within minutes—continuing to the point of frustration. At Prizm, we take a different path. Our soft-touch, non-intrusive approach puts the client first, ensuring you receive the guidance you need without the pressure of a hard sell. #CustomerExperience #Insurtech #InsuranceIndustry #ClientFirst #CustomerSatisfaction #PersonalizedService

Empathetic communication is crucial in the property and casualty (P&C) insurance market, especially when trying to break in. Acknowledging customer concerns with empathy builds trust and rapport, showing clients that their needs and feelings are understood and valued. Navigating the P&C insurance market can be challenging, but with our team's guidance, we provide comprehensive support from product development to addressing customer needs. Learn more about how our team at Qixent can help you with our transformative approach. ?? #insurtech #insurance

When explaining our service model to new clients, one of the main things we emphasize is our commitment to multi-channel support. Unlike many other industries, the insurance brokerage sector typically lacks diverse service options beyond phone and email. At Prizm Insurance, we prioritize offering multiple ways for clients to reach us, ensuring they can choose their preferred method of communication. We understand the importance of accessibility and convenience, which is why we provide a variety of service channels: - Email and Phone: These traditional methods allow clients to communicate directly with our representatives for quick queries or detailed discussions. - Text Messaging: For those who prefer the convenience of messaging, clients can text us for prompt responses and updates. - Secure Messaging Through Our Portal: Our secure portal offers a safe way to exchange sensitive information, ensuring data privacy. - Self-Service Through 24/7 Document Retrieval: Clients can access important documents anytime with our self-service option, making it easy to retrieve forms and documents at their convenience. - Forms for Common Service Requests: We provide easy-to-use forms for the most common service requests, streamlining the process and saving time. Our multi-channel support system is designed to meet our clients' needs efficiently and effectively. At Prizm Insurance, your convenience and satisfaction are our top priorities, making it easier than ever to get the service you deserve. #service #insurance #insuretech

How can insurance professionals navigate the digital communication era while staying compliant? In the digital age, communication has evolved, requiring insurance professionals to connect effectively while ensuring compliance with regulations. GoInsure simplifies this by offering a digital marketplace that enhances transparency, provides real-time quotes, and streamlines policy selection. Brokers and agencies can easily find suitable coverage for clients, fostering smoother communication and agreements. ?? Learn more about effective and compliant digital communication on the GoInsure Blog! #GoInsure #DigitalCommunication #Insurance

?? Protect What Matters Most with Momentum Insure! ?? As a Business Development Consultant, I specialize in providing individuals with tailored insurance solutions for their cars ??, homes ??, and valuable contents ??. ?? Let’s Connect: Secure your assets today by reaching out to me at 081 356 0840 or [email protected], feel free to comment and DM me ?? Share the Wealth: Your next client could be in your connections! Please share this post and help spread the word about top-tier insurance services. Let’s ensure you’re fully covered!”

Sending out a high volume of insurance documents can be tricky and complex. Going it alone and scaling this across your enterprise requires a lot of labor and manual work. And that still doesn’t mean you can validate every piece. So, what can you do to ensure verification? Our team has gathered important information you need to know about mail delivery verification for your insurance communications in the blog below. ?? For questions, drop them in the comments or send me a message! #mail #technology #regulation ##compliant #insurance #communications

Outside of direct cost savings, what are some ways that insurance companies can use direct mail to motivate interaction with potential customers? Research firm Comperemedia identified a new trend in advisory messaging for current and prospective customers. Rather than directly speaking to a sale through discounts and savings, many firms are focused on messaging that offers in-depth guidance to help navigate the labyrinth of options available in insurance. Brands are accomplishing this by openly acknowledging difficulties that customers might face and offering helpful resources in the form of online resources or phone calls with advisors. This cements these brands as authorities in their industry and establishes trust with consumers who may be in the market for a new service. What are some examples of soft messaging your team has used to create trust through direct mail? #DirectMail #Insurance #BrandTrust #BrandRelationship

??? Business Protection... What is it?! I hear you say It never ceases to amaze me the amount of conversations I have with business owners who aren't familiar with Business Protection - and then when we explain the products available, it's like a lightbulb moment ?? ? Executive Income Protection ? Shareholder Protection ? Key Person Cover ? Life Insurance through your business One major perk springs to mind as I type this post... If you take out a Life Insurance through your business, you’ll make considerable tax savings?in the form of a tax-deductible business expense and there's no National Insurance contributions either. If you want to find out more, about anything to do with Business Protection, please feel free to drop me a DM or a call, I'd be happy to explain further. Protectus Healthcare ??