Convincing customers to switch from their current provider to policies that your company offers is even harder.
One of the key challenges faced by an organization that offers multiple services, including insurance, is to leverage your customer base and try to expand the scope of services your customers use while not alienating them from your core offerings. It’s a fine line to walk.
This organization wanted to improve the selection of these customer service agents. The key metrics of interest were the number of home and auto policies sold, as well as the close ratio for those two products.
Find out how Select International was able to help this organization after implementing a customer service focused assessment.