Mining for Business: Turning Service Phone Calls into Opportunities

Every day in the insurance industry, agencies are bustling with activity as telephones ring throughout the day. Each call presents a unique opportunity—an opportunity to collect what can be termed as "gold nuggets." But what exactly are these gold nuggets? They are not just random inquiries; they often represent potential enhancements to existing client policies, opportunities for additional coverages, and crucial moments to strengthen relationships with clients and prospects.

Live online events

  • 09 January
    1 hours, 08:00 AM MST - 09:00 AM MST
    Online
    David A
    • $30.00 excl. Tax
    Register
None of these dates work for you? Suggest another date & time

Description

This course is designed to empower CSRs with the skills and knowledge they need to identify and act on the valuable opportunities during every phone call.

Throughout the course, participants will learn how to:

  • Recognize potential gaps in coverage during client interactions.
  • Utilize effective communication techniques to engage clients.
  • Enhance the overall experience for clients, making them feel valued and understood.
  • Identify upselling opportunities that align with client needs.

Similar courses