[Webinar] OnBoarding New Clients - Why and How

Webinar recording presented by Steve Anderson

When an individual or a company purchased insurance from you they have just trusted you with their financial future. What do you do to introduce them to your organization?

Steve Anderson, an authority on insurance technology, productivity and profitability, will delve into the details about how any insurance organization can create an effective onboarding process for new clients. Learn how insurance agencies can (and should) use email marketing to automate communications while building and maintaining meaningful relationships with their clients.

A Welcome Kit is Great, and …

Many agencies have created a welcome kit they send out to new clients. Steve will highlight what can be included in your kit. He will also provide ideas on other actions you can take to engage your new client so they will never think about leaving.

What technology can you use to create a great customer experience?

Steve will talk about the benefits of using an agency management system with email marketing capabilities to manage the onboarding process.

What multi-media is available and how should I use it?

Creating a great customer experience means using more than just email. Steve share some ideas on how you can incorporate video, on-line learning courses, mobile apps, client portals, and who knows what else. All of these are ways to engage your new client with your organization.

Presenter: Steve Anderson

Steve Anderson LinkedIn

Steve Anderson provides information to insurance agents about how they can use technology to increase revenue and/or reduce expenses. He speaks professionally to hundreds of agents each year at National Alliance events and at many state association conventions and technology forums on the future of technology, the social web, and how insurance agencies can establish their internet presence. He has authored many articles that have appeared in virtually every insurance industry publication. He has over 30 years experience in the insurance community.