Sometimes when customers call, they’re in a certain state of distress. To address their concerns, we have to get access to their world and determine their needs. Then we get in action and create a solution for them.
Insurance brokers are like explorers – they shine a light of insight into the unknown areas of life.
Sometimes when we’re making sales, we think that we have to go to the end of the earth to find prospects. But why do we feel that need when there are people all around us every single day?
The power of flexibility in meeting customer needs cannot be overstated. Sometimes, serving customers requires us to go beyond the rule book. This is how we did it.
Tricia has a mortgage and she wants to make sure her family’s needs are being met as they carry their financial obligations.
Creating solutions for customers is all about doing your homework.
Anastasia has been with TSG for a long time during which she has been with the same insurer. Earlier this year, we helped her sort out a situation wherein she was mistakenly paying for a feature on her policy. We contacted her insurer to address the oversight and they issued a large refund.
In order to provide superior customer service, we have to meet not only our customers’ needs, but also their expectations (because those two are not the same).