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CSR / Account managers IIANC

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Page 1: CSR / Account managers IIANC
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CUSTOMER SERVICE, IT’S

EXPECTEDWHAT SEPARATES YOU IS THE

MODERN CUSTOMER EXPERIENCE

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WHO AM I

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WHO ARE WE

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ANOTHER THING

• GROW• GROWblog• GROWacademy• GROWmastermind• GROWagency• GROWproducer• GROWpodcast• GROWshow

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WHAT TO EXPECT

• Stories• Real Life • Tangents• Examples• Practical ideas• Ways to execute

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CHANGE

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SEEING THINGS THAT ARE NOT THERE

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THE CHANGE IN YOUR AGENCYEmployees are also consumers

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WOMENChange and Impact

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CUSTOMER SERVICE

CUSTOMER EXPERIENCE

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Vs.

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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

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OUR MANAGEMENT

SYSTEMS

• Downloads• E-signature• Online Payments• Online Servicing• Mobile• Marketing• Communications• Real Life

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CLOUD BASED

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DOWNLOAD

• Personal lines• Commercial lines• IVANS Insurance• Activity to downloads

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ONLINE PAYMENTS

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ONLINE PAYMENTS

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COMMUNICATION

• Telephone integration• Texting

• E-signatures• Email integration• Mobile App

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ONLINE SERVICINGIt’s needed more and more every year

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AFTER THE SELL

• Welcome Packet• Email• Physical mailer

• Thanks you card• Rocket Referrals

• Referral Program• Email cross-selling campaigns

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MAKE IT EASY

• Triple monitors• Lastpass• Instant

messaging• Skype• Jing

• Gdrive / Dropbox

• Social media• Email exchange

• Fillable PDF• Fiverr

• Marble Box

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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