HBW Leads的动态

Our mission is to honor customer service by providing the best options, guidance, and support, while empowering clients to make informed choices. However, today I experienced a challenging situation with a well-known supplemental insurance company. I spent over an hour trying to assist a client who requested service, and was transferred from one representative to another: Cristian, Jose, Angelo, Tatiana, Rocio, and Ali. Jose was rude and displayed poor attitude; Cristian tried but transferred me to the wrong extension; I lost count of who mentioned they were specialized in certain areas and couldn’t help, passing me along to another extension. Finally, Ali seemed to provide the answer, but wasn’t listening and responded with unrelated information, requiring me to constantly refocus the conversation. The power of listening is crucial in customer service. When I asked for an email to file a complaint, I was told there wasn’t one and that I could call back to speak with a supervisor to leave my feedback. This experience has led me to reflect on the role of leadership in our industry. How can we support our clients—who we still consider vital to our success—if the agents responsible for handling sales receive such inefficient support? Effective service is key to growth, and it’s essential that we address these challenges to better serve our clients. -Let’s work together to ensure that every client interaction reflects the value we place on their business. Leaders, it’s time to invest in training and resources that empower our teams to deliver the service our clients deserve.-

Customer service and customer enabling systems are underrated by some companies in SA. Today I called Liberty Short-Term Insurance via both their call centre number and the number of underwriter, one of the major banks. For example, the automated options aren’t that flexible, and secondly, once you are answered you are transferred to a department where your call is literally forgotten. When answered, and after explaining what you need, you are again transferred to another department.. where you are put on hold listening to some un appetising music. Between yesterday afternoon and this afternoon, I had called more than five times, and in all instances, was put on hold for periods ranging between 10-18 minutes (yes I was forced to because the document I wanted was critical). It made me ask a few questions: do the powers that be know what clients go through? Have they customer tested their systems to convince them that they are top notch and effective and efficient? Do they even believe have streamlined systems that make it easy to seamlessly assist a customer? No one calls an insurance company for the sake of it; after all, insurance itself is a grudge purchase. Instead of making it pleasurable for customers to interact with your call centre, you do the opposite. I was asking myself why am I tolerating such bad service as if I don’t have a choice to move my business. What a disappointing experience I must say.

Part 1: Leveraging GoHighLevel for Insurance Sales - An Introduction In the competitive world of insurance sales, efficiency and effectiveness are paramount. That's where GoHighLevel steps in to revolutionize the entire sales lifecycle. Designed with small and mid-sized businesses in mind, GoHighLevel offers powerful AI-driven features that transform how you manage leads, set appointments, deliver policy quotes, and handle the full lifecycle of insurance sales. Stay tuned as we dive into how GoHighLevel can optimize voice inbound and outbound calling in our next post, ensuring your outreach is efficient and effective.

?? Build a Strong Foundation With Your Insurance Agency Procedure Manual ?? A procedure manual ensures efficiency, consistency, and excellent customer service. It sets clear expectations and helps outline your agency’s processes. TOP BENEFITS: ?? Easier onboarding ?? Consistent customer experience ?? Resource optimization ? Improved efficiency ???♂? Effective auditing ?? Team support ?? Better quality reports ?? Clear expectations ?? Clear responsibilities Essential Processes to Include ?? Answering Phone Calls ?? Payments ?? File Documentation ?? Endorsements ?? Proof of Insurance ?? Cancellation Requests ?? New Business ?? Renewals ?? Remarketing ?? Claims (Coming Soon) At Agency Performance Partners, we've got you covered with our 10 Ridiculously Amazing Insurance Agency Processes, ready to customize for your agency's needs: https://hubs.ly/Q02K2SGL0 And, check out our 3 Process Packs designed to simplify and enhance your workflow: ?? New Business: https://hubs.ly/Q02K2Zgl0 ?? Renewal: https://hubs.ly/Q02K2Z-f0 ?? Remarketing: https://hubs.ly/Q02K2-070 #InsuranceAgency #ProcedureManual #Efficiency #BusinessGrowth #TeamSupport #CustomerExperience #InsuranceProcesses

Customer service is more important today than ever before.?Look around you – technology continues to reshape every facet of our lives, including the way we conduct business. While technological advancements offer convenience and efficiency (and we continue to adopt them where it makes sense), there is a core element that technology cannot replace – the personal touch in the service we provide. Auto-Owners Insurance commitment to providing exceptional, personalized service to both agents and policyholders has not only established and reinforced our simple human sense? reputation over the years, but it has also given us a competitive advantage in the insurance industry.?Every phone call we answer, every email we respond to, and every interaction with agents and policyholders helps solidify our reputation as a company that is committed to those it serves. Behind every policy number is a person, family or business that relies on us to stand by them during their most challenging times.?Regardless of whether or not our associates are in a role where they interact directly with customers or agents, it is their willingness to intentionally go above and beyond in all interactions that truly sets us apart. Let’s keep making a difference, one personal connection at a time.

Customer Service And The Insurance Industry: Best Practices We All Can Learn From || from Forbes by Micah Solomon - Customer Service Consultant and Trainer (that's me!)

?? Build a Strong Foundation With Your Insurance Agency Procedure Manual ?? A procedure manual ensures efficiency, consistency, and excellent customer service. It sets clear expectations and helps outline your agency’s processes. TOP BENEFITS: ?? Easier onboarding ?? Consistent customer experience ?? Resource optimization ? Improved efficiency ???♂? Effective auditing ?? Team support ?? Better quality reports ?? Clear expectations ?? Clear responsibilities Essential Processes to Include ?? Answering Phone Calls ?? Payments ?? File Documentation ?? Endorsements ?? Proof of Insurance ?? Cancellation Requests ?? New Business ?? Renewals ?? Remarketing ?? Claims (Coming Soon) At Agency Performance Partners, we've got you covered with our 10 Ridiculously Amazing Insurance Agency Processes, ready to customize for your agency's needs: https://hubs.ly/Q02K2Z_80 And, check out our 3 Process Packs designed to simplify and enhance your workflow: ?? New Business: https://hubs.ly/Q02K2Lks0 ?? Renewal: https://hubs.ly/Q02K2-080 ?? Remarketing: https://hubs.ly/Q02K2YDd0 #InsuranceAgency #ProcedureManual #Efficiency #BusinessGrowth #TeamSupport #CustomerExperience #InsuranceProcesses

Is your insurance agency looking to drive policyholder retention and encourage referrals in 2025? Our latest article explores strategies for crafting targeted campaigns that promote renewals and maintain customer loyalty. Read now and start the year off strong! https://lnkd.in/ePQHJrDv

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