A Grinning Man In His 50s Against A Vibrant And Lively Farmer's Market With Seasonal Produce Background

“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
Scenario
Even if a client reaches out about a simple task, professionals view each of these moments as an opportunity to continue building a sustainable relationship.

Professionals provide a moment to connect while addressing their client’s questions, concerns or requests. These moments can also be a good time to talk about new product and service offerings. Their clients appreciate extra attention when it’s personalized to addresses their needs.  

Takeaways
1
Professionals value everyday moments to continue supporting members
2
Simple tasks can help in building and sustaining relationships
3
Everyday tasks provide opportunities to connect