Posts Tagged ‘Insurance Marketing Resource’
New Year – NEW FEATURES in 2012!
Happy New Year 2012! A new year brings new OPPORTUNITIES…. and AgencyIQ has rolled out New Features that will have a positive impact on your marketing in 2012. The best news is….. they’re FREE!
*Upgraded Email Certificate – promotes improved deliverablity and open ratios for emails to your prospects and clients….FREE!
*Newsletters - send a monthly Newsletter to up to 2,000 recepients per month….FREE!
*Mirrored Emails - receive emails to any email address outside of AgencyIQ… great for mobile applications or remote use and keeps a record of all of your correspondence…FREE!
ALL of these New Features are fully integrated into the AgencyIQ workflow platform and create a fully robust Marketing System for your agency!
Check out these new features in our “Lunch-n-Learn” webinars on Wednesdays from 12:00-1:00pm CST. You can also learn more about Newsletters by clicking on the following link Webinar Schedule
The 3 Types of Customer Service Calls
Really? Why would an Internet company blog about telephone calls? Simple….. we all use the phone to interact with our clients. There is still something to be said for having that “personal” contact that is still essential to providing a well rounded customer service platform. Let’s take a look at 3 types of customer service calls and some ideas and tips on how to provide an effective, loyalty building experience for your clients.
1) Informational – pretty straight forward, the client has questions regarding your company, services, coverages etc…..
2) Problem solving – the client has an issue that requires your assistance to resolve. This is an opportunity to shine and earn a customer for life!
3) Angry beyond reason – redirect to #2 – the client is definitely not happy, wants to bend someone’s ear and set things straight! The goal here is to get them back to status #2.
The key to successfully negotiating all of these scenarios is to LISTEN carefully to what the client has to say! Don’t get ahead of yourself and start forming a response in your mind before they finish their statement, really listen to what they are saying. Confirm what you’ve heard back to the client, using the appropriate tone of voice. Once you’re both on the same page, respond with positive words, your willingness to assist with the request. If it is a problem solving opportunity, be compassionate and empathize with the client. Be prepared to offer alternative solutions to counter the sometimes unreasonable solution requests. Don’t make any promises you cannot keep and honor any time line commitments you make to respond to the client. By quickly addressing the issue, following through with your commitments, you can earn a client’s business… for life! For those dreaded angry beyond reason calls, take a deep breath, let the client air it out and don’t take it personally… I know, easier said than done, but you can do it! Sometimes, simply saying “I’m sorry”, or “I apologize” can diffuse a tense situation. The goal is to get the client beyond being mad and focusing on a solution to their problem (#2), which is at the root of their anger.
At AgencyIQ, we strive to provide excellent, effective, timely customer service. If you need assistance, use our video trainings, email, on-line chat or call one of our customer service reps… We look forward to hearing from you!
CALLING IT QUITS
Mike Modano, the star forward for the Dallas Stars hockey team, has probably played his last professional hockey game. I was one of the fortunate few to be in the stands for his last Home game appearance. What a night to remember: Modano had an assist on a goal, scored the game tying goal late in the 3rd period and scored a goal in the overtime shoot out to win the game against his nemisis the Anaheim Ducks! Talk about a story book ending to a career….. And a perfect end to a career spent with one organization for his entire career, playing key roles as leading scorer, team captain and mentor and elder statesman in the locker room as his career ended. A truly humble player and man, Mike gave back to hockey and the community; generous with his time, money and talents, the city of Dallas is better for his involvement over the last 16 years. The Dallas Stars have some mighty big skates to fill with Mo’s departure.
In our careers, we’ve all know a few Mike Modano’s. People that embody the spirit of our company, contributing at the highest level, team players, always encouraging those around them and bringing out the best performance of others through their example in action. You just can’t imagine how you’d survive without that person! Unfortunately, most organizations don’t plan ahead in anticipation of key personnel eventually leaving. Do you as a business owner have key personnel that you depend on to carry the load? We all do, but do you have a plan on how to move forward if/when they leave? Succession planning is usually way down the list of strategic planning activities, but it is vital to the sustained growth of an organization that you have a plan for replacing key employees. To keep your company vibrant, forward thinking and prepared, having a potential talent pool of internal or external resources is not only smart, it will save you and your organization a lot of heart ache when the day comes for a key employee to be replaced. As a owner/manager, it’s important to recognize the Modano’s in your organization and look ahead on how to deal with the void after their last “game”.
I noticed on the Internet yesterday that President Obama’s results from his first health check up as Commander –in-Chief were released. Good news! President Obama was declared in “excellent health” by the examining doctors. The 48 year old Obama reportedly works out 6 mornings a week, plays basketball regularly and appears to be the picture of good health. Read further into the report and you discover he has tendinitis of the knee, borderline high cholesterol (total cholesterol at 209, with the “bad” LDL cholesterol very high) and has yet to stop that persistent, lingering cigarette habit! I wish President Obama well in his efforts to reduce his cholesterol levels and kick the cigarette habit.
But this does bring to mind two thoughts regarding how we determine how “healthy” things are in our lives. The first thought relates to the health of your clients. Not just their physical health, but their insurance coverage health. Do you let them come to you if they feel like they need a coverage review every 5-10 years or are you proactive, providing them an annual review of their coverage’s? Do you bring them current information on policy updates or coverage changes that could impact them negatively if an accident occurs? I would encourage you to build a lasting bond with your clients by providing those services and help them understand you are truly interested in their welfare.
The second thought relates to the relative “health” of your business. When was the last time you gave your business a check up? Do you just figure everything is “good to go” as long as nothing breaks down? Do you schedule a periodic review of your business practices, new trends in the market, changes in the economy or society that could impact the health of your business? Being aware of changes and trends early on will provide an opportunity to address those issues and make any necessary adjustments or changes to ensure the continued good health of your business.
The bottom line is this: we all have small, hidden areas of our “health” that can be addressed. If you ignore those areas, then potentially BAD KARMA will ensue. On the other hand, if you investigate, discover and address those areas for improvement…. Odds are the GOOD KARMA will continue to follow you! AgencyIQ wants to help you with those GOOD KARMA opportunities. Give us a call or look us up on the Internet at www.agencyiq.com and see how our robust, proactive lead management and email marketing programs will bring the GOOD KARMA to your agency!
The Art of (Business) War
Have any of you ever heard the old saying “War is hell”? This statement has been attributed to General Sherman during the Civil War. I’d wager many of you feel the same way about this past year of 2009! GOOD NEWS, the calendar has turned and we have a new year with new opportunities in 2010…. YEA!
Starting a new year is a great time to step back and assess where we’ve been, where we are and where we want to go. A more formal way of stating this activity is called GOAL SETTING! Groan……. Many of us would rather endure a root canal without pain meds than go thru a session on Goal Setting. But, it is a valuable tool vital to the success of your business. Instead of using the traditional methods, I have an alternative you may find more enjoyable and effective. I recently found a book “The Art of War in Business” by Mark McNeilly.
Mark has taken the well know book “The Art of War” by Sun Tzu, a successful Chinese general in 400 B.C. and related the principles of Sun Tzu and linked them to business strategies. Following are the six principles discussed in his book:
- Win All Without Fighting – Capturing Your market Without Destroying It
- Avoid Strength, Attack Weakness – Striking Where They Least Expect It
- Deception and Foreknowledge – Maximizing the Power of Market Information
- Speed and Preparation – Moving Swiftly to Overcome Your Competitors
- Shape Your Opponent – Employing Strategy to Master the Competition
- Character-Based Leadership – Providing Effective Leadership in Turbulent Times
Join us January 13, 2010 at 10:00 am CST for an informative webinar about how to overcome these challenges in building your business this year. Register online today to make sure you reserver your spot! This webinar will fill up! Register Here
Whatever challenges you and your business face in 2010, AgencyIQ is here to provide effective, innovative tools to assist you in growing your business! We have many new features and enhancements coming online that we are very excited to add to our lead management platform. Let us know what you think!!
Home Inventory Calculator
Knowing the contents of your home is an invaluable asset in the event of a disaster. No one plans for a fire, tornado, or flash flood, but they definitely can ruin everything you own in a split second. One vital way to protect your assets is to conduct a home inventory.
As homeowners there is always occasional maintenance to be done. We have to clean out our gutters, mow the yard, and change out the filters in our air units but one that is overlooked is the home inventory. Once a year, walk around your home taking an inventory of all that you own. Open closet doors, drawers, your garage, and go through your attic. Make sure you are familiar with everything that you own and that the video is stored in fireproof box or an even better option is a separate location. Use online tools to help you complete these tasks like the www.knowyourstuff.org which is a website sponsored by the insurance information institute to help homeowners evaluate their property.
If a disaster occurs, you will be in shock, overwhelmed and but hopefully unhurt. The last thing that you want to do is sit around trying to remember what was in each drawer to create an evaluation from memory for your insurance company. Talk to your insurance agent about these and other helpful tips to protect yourself in the event of a disaster.