|
 Consistent, proactive, client contact over time is the objective of this comprehensive client stewardship program. Experience has shown that regularly engaging clients in a personalized, respectful, and informative manner helps us to interpret and exceed client expectations and dramatically reduce service surprises. This program is most appropriate for CSRs and account management teams working frantically to overcome the inherent and daunting challenges that come with proactively providing service to Personal Lines, Commercial, and Benefits books of business.
Participants work together in this six session program to design, implement, and manage proactive and cost effective client stewardship programs that are visible, viable, unique, and lasting. Retention skyrockets, cross-selling opportunities naturally evolve, and referral business is suddenly available. Everybody wins. We will help your agency move from problem-based, reactive, service activities that repair but never build, to a well-defined, proactive client management program that can only be described as world-class.
| Program Objectives: |
| |
| • |
Develop a comprehensive value-added service plan that results in a substantial increase in client satisfaction and retention. |
| |
|
| • |
Create organizational service standards that consistently exceed client expectations. |
| |
|
| • |
Analyze participant/client interaction styles and design an individualized strategy to increase effectiveness. |
| |
|
| • |
Facilitate a behavioral transition to establish and achieve higher-level client service objectives. |
| |
|
| • |
Design and implement streamlined systems and creative strategies to improve service workflow, become consistently proactive, and minimize service crises. |
| |
|
| • |
Develop a plan to improve personal attitudes, self-motivation, and service excellence. |
1
2
3
4
5
Next
|
