Skip to main content

Resources

Search by "Customer Service"

FILTER RESOURCES

FILTER RESOURCES

By Category

By Resource Category:

By Tag:

By Type:

by "Customer Service"

Infographic The 6 Simple Steps to Quoting Small Group Insurance in Quote+ Group benefits brokers spend a lot of time working with each of their small groups, but this can be made easier with a quoting and proposal tool. In this infographic, we break down the 6 steps to quoting small group insurance in Quote+.
Blog How To Ask for, Collect, and Use Customer Reviews To Grow Your Insurance Agency Customer reviews are critical to gaining more business. Here are some ways you can gather a strong collection to support your agency.
Blog 3 Ways Your Life & Health Agency Can Improve Client Retention Implement these three processes to help your life and health insurance agency boost your business' client retention rate to help you reach your goals.
Guest Blog 5 Things to Do to Prep for AEP Millions of seniors will enroll in new Medicare Advantage and Part D drug plans during the Annual Enrollment Period, which begins on October 15th and ends on December 7th. Here are 5 things you can do to start preparing for AEP this year!
Blog The #1 Reason Clients Leave Insurance Agencies & How to Stop Them Is client churn getting you down? Here are the leading causes and how your insurance agency can stop it.
Blog 3 Simple Ways to Increase Insurance Client Retention The average retention rate in the insurance industry is 84%, with the top performing agencies in the 93%-95% range. Retaining customers is all about the long term relationship you build.
Expert Series Being in the "People" Business with Edwige Ligonde We had the opportunity to interview Edwige Ligonde, Executive Vide President at Nielsen Benefits Group, on what it means to be in the "people" business, the employee benefits industry.
Expert Series Post-Pandemic Employee Benefit Design with Marcie Strouse We had the opportunity to interview Marcie Strouse, Partner and Benefits Consultant + Insurance Advisor at Capitol Benefits Group, on what's changed in the world of employee benefits since the start of the pandemic.
Blog The State of Remote Work and What It Means for Business Owners & Benefits Agencies When the COVID-19 pandemic began to spread across the globe in early 2020, it forced business owners to adapt in ways like never before. In this blog post, we share information about how the pandemic has transformed the way we work, as well as tips to help your business or benefits agency.
Blog Using Automation To Streamline Your New Client Onboarding Handle your new clients with care by integrating workflow automation with your industry-specific agency management system to create a streamlined onboarding process that puts your clients first.
Guest Blog 3 Things to Do After the Medicare AEP Is Over In this guest blog, Michael Sams of New Horizons Insurance Marketing discusses the top three things agents should do after Medicare AEP and during the slow season.
Blog 5 Books to Read to Improve Client Relationships Check out these 5 books recommended by our VP of Client Success, Kelly Kimmich. Read on to find out why she chose each book and what she thinks you'll get out of it.