Class Description
Customer Service Representatives or Managers are exceptionally important in customer retention and for generating new sales opportunities. Client maximization means being the total solution provider for the client’s needs. Not only does this mean cross selling but it is an important defensive measure to prevent clients from going elsewhere. This is the first of a two-class training series, the second entitled, "
Conducting Effective Annual Policy Reviews."
Participants in this webinar will:
- Understanding the impact to the agency of client maximization
- Study how to preparing for the annual policy review - looking for opportunities in their existing product purchases: ownership, beneficiaries, gaps in coverage
- Understand the importance of researching purchase histories and payment schedules
- Learn to look for opportunities created by the economy that might impact new needs; values, health care, life, disability, investments, retirement products
- Discuss how to engage the producers for their perspectives and input on client needs and other relationships, and changes in lifestyle, family and business