Inspire a Nation
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THE INSURANCE PROSPECT AND CUSTOMER JOURNEY
The training video and slide deck walk you through the various processes, tasks, technology tools, automation, and templates you need to provide your insurance prospects and customers to give them the best insurance agency experience possible.
Download the Training Handout at https://inspireanation.wufoo.com/forms/handout-the-insurance-customer-journey/
The session starts with a prospect completing an online quote request and travels through the various stops on the technology journey, including receiving emails and text messages, completing the application, billing and paying, endorsements, claims, scheduling appointments, requesting policy documents, renewal, special life events, and more.
This session will open your eyes and mind to the insurance technology journey from an insurance prospect and customer viewpoint.
REGISTER FOR THE NEXT UPCOMING "FIX MY INSURANCE AGENCY 2-DAY "IN-PERSON" PROCESS IMPLEMENTATION WORKSHOP!
