Scenario
Our clients can’t always anticipate when their lives will change. Whether it’s a big shake-up at work, an untimely fender bender or even a positive but unexpected bit of family news, surprises will always be a part of life.

All sorts of events might happen at a moment’s notice, and many of them can impact a client’s needs from Nationwide.  

Naturally, advisors want to be there whenever clients need them. These days a big part of that is being reachable through multiple channels. No matter how a client wants to connect with us – phone, email, text or a variety of social media platforms – that connection should be quick, painless and intuitive. Today’s consumers expect customer service to meet them on their terms, and our industry is no different.  

“I use the mail method, also the website and chat. There are multiple ways I connect, but I like that I'm frequently informed of the options for dealing with life changes.”

We can fulfill our role as trusted partners by equipping insurance and financial professionals with tools and technology they need to effectively grow relationships, keep up with members’ changes and deliver on core promises.

Takeaways
1
Technology moves fast. It’s crucial that we always stay current with our connectivity
2
Customers can’t always anticipate change, so connecting with us should be on-demand
3
Communication methods are constantly changing – provide a wide array of options