csr / account managers iianc
TRANSCRIPT
CUSTOMER SERVICE, IT’S
EXPECTEDWHAT SEPARATES YOU IS THE
MODERN CUSTOMER EXPERIENCE
WHO AM I
WHO ARE WE
ANOTHER THING
• GROW• GROWblog• GROWacademy• GROWmastermind• GROWagency• GROWproducer• GROWpodcast• GROWshow
WHAT TO EXPECT
• Stories• Real Life • Tangents• Examples• Practical ideas• Ways to execute
CHANGE
SEEING THINGS THAT ARE NOT THERE
THE CHANGE IN YOUR AGENCYEmployees are also consumers
WOMENChange and Impact
CUSTOMER SERVICE
CUSTOMER EXPERIENCE
Vs.
CUSTOMER EXPERIENCE
how the consumer of today perceives value and makes a buying decisions….
…based on the interactions they have with you or your agency throughout the life of your business
relationship
OUR MANAGEMENT
SYSTEMS
• Downloads• E-signature• Online Payments• Online Servicing• Mobile• Marketing• Communications• Real Life
CLOUD BASED
DOWNLOAD
• Personal lines• Commercial lines• IVANS Insurance• Activity to downloads
ONLINE PAYMENTS
ONLINE PAYMENTS
COMMUNICATION
• Telephone integration• Texting
• E-signatures• Email integration• Mobile App
ONLINE SERVICINGIt’s needed more and more every year
AFTER THE SELL
• Welcome Packet• Email• Physical mailer
• Thanks you card• Rocket Referrals
• Referral Program• Email cross-selling campaigns
MAKE IT EASY
• Triple monitors• Lastpass• Instant
messaging• Skype• Jing
• Gdrive / Dropbox
• Social media• Email exchange
• Fillable PDF• Fiverr
• Marble Box
Jason D [email protected] www.growprogram.com Facebook facebook.com/thegrowprogram Twitter @jason_growLinkedIn www.linkedin.com/in/jdcinsYouTube www.youtube.com/growprogram Google plus google.com/+Growprogram