Modern insurance brokers service customers in all steps of the customer journey, from the consideration phase to the after-sales.
Asking for feedback on all your important touchpoints, both physical and online, enables you to see if your online service offers the same added value as your face-to-face contacts.
Having all your touchpoints centralized is the perfect starting point to level-up your digital customer journey.
Even in a digital world, brokers still make a difference when they capitalize on their strengths: their expertise, personal approach to the customer, and their wide offering and products.
Asking for feedback after face-to-face appointments helps you to check if the broker's expertise is still up to par and how you can support your brokers even better to make more sales.
Hello Customer easily integrates with your CRM. This way you can link customer data to feedback responses and the other way around, pull feedback back to the CRM.
Build an entire customer feedback history, get to know your clients, and deliver a personal approach at every point of the customer journey.
Successful insurance companies thrive on operational excellence and found a way to effectively manage the overlapping processes ranging from underwriting to claim reimbursement.
With Hello Customer you can detect where inefficient back-end processes hurt the customer. We help you pinpoint the root-cause so you can resolve it quickly and drive revenue.