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Making the quote process as painless as possible
“Products are very complex and difficult to explain to clients, which makes them less attractive to use. Too many options and difficult to communicate effectively.”
Carlos | Professional
Omnichannel experiences: turning disconnects into connections
New products are great, but some need to come with instructions
Providing real value when it counts most
Filing claims in times of uncertainty
High turnover hurts, but clients don’t want to feel the pain
“During this situation, I will reach out and seek the quickest and fastest response. So, if it's phone, Zoom or in person, I will take whatever method I feel is going to be quick to getting a solution to the current problem.”
Arthur | Professional
And the survey says…
"Every phone system everywhere should give you the option to just talk to someone. And I totally understand what you're trying to do. And that you're trying to move phone traffic and not have a lot of representatives pile up waiting to talk to people. But that's kind of what your business is, your business is talking to people."
Julie | Member
Imagine the best dashboard ever
Streamlining the quote process
Listen: client prospecting in the post-pandemic world
“The majority of our phone calls are clients calling in to make premium payments. Clients insist on calling or visiting the office. It gives us a chance to interact with the clients and build relationships.”
Phil | Professional
Active listening develops trust
