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Financial Services | Investment
Financial Services Professional
Filing Cabinet
Company
Sponsorship
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Development
Being able to quote multiple carriers at once gives me the ablility to show my clients what product will work best for their specific situation, and that gives us a good springboard to work with when having a converstion about what it is they want and need. That conversation can truly bolster the relationship we have and save my clients a lot of time.
After the client relationship is established, my clients can always call me directly, rather than calling the 800 number listed on their statements, or on their policy, to get their questions answered. There are things clients may need done (change benficiaries, their address, their payment date, etc.) which I can handle for them in a timely manner, and many times, much more quickly than going through the customer service channels.
The relationship I develop with my clients is extremely valuable - I am a resource for them, and I pride myself on being able to refer others to them who I know personally, like and trust. A personal recommendation can save my clients a lot of time and effort, helping them to get their problem solved much more quickly.
Referral Trigger Response