Scenario
New offerings like Telematics car insurance products can be beneficial to everyone – they allow professionals to offer more personalized services, and can represent significant savings to their clients.

But it takes time to educate clients on how these products work. It’s important to explain the technology required to track mileage and driving habits, how monthly premiums are calculated, etc. 

“Significantly increase the opportunities and chances that clients have to be able to do more themselves … dig down technologically into things we couldn’t do before. Being able to respond to client needs we haven’t seen yet will be significant.”

At a time when many insurance professional offices are short staffed, servicing clients in a timely manner presents an ongoing challenge. With everything else going on, there’s no easy way for professionals to shoulder additional burden of explaining new technology. There’s a real opportunity here in finding ways to educate clients so our professionals don’t have to. 

Takeaways
1
Make it easy for clients to complete tasks so they don’t need to rely on professionals
2
Keep technology and systems up to date to meet evolving client expectations
3
Empower professionals to have meaningful conversations with clients
Customer
Professionals
Organization
Property & Casualty
Core 4 Experience
Manage
Principles
Effortless, Personal, Reassuring
Goal
Support evolving client needs