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How Controllership Sparks Innovation
Easily learn the latest about our customers
Change can be good, but don’t forget to update our members
“Understanding more of why clients feel the way they do is important. I try to discover what their emotions are and why they are hesitant to make the right decision…once I do this, I'm able to help them realize how the right decisions are connected to their own priorities and goals.”
Ruben | Professional
“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
“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
Omnichannel experiences: turning disconnects into connections
“I will call to ensure all paperwork/requirements are fulfilled and in order, check status of external transfers, and ask about the anticipated timeline for deal completion.”
Wilson | Professional
Financial literacy can be a game-changer
And the survey says…
Insurance: one of the most selfless purchases ever
Amidst so much change, everyone needs a plan
Listen: client prospecting in the post-pandemic world
“It is usually a neutral experience, sometimes a bad experience. I say this because the agents sometimes will try to rush you through, and if you ask lots of questions, they start getting an attitude and want to just get you off the phone.”
Jai | Member
Filing claims in times of uncertainty
