Insurance Company Solutions
It costs six times more to sell a new prospect than it does to sell a referral. 2 Confidant powers referrals at low cost.
| Benefits |
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Sell more prospects from the viral nature of product |
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Increase loyalty by offering a service which enhances consumer trust and sense of security |
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Increase fee-income revenue, or offer value-added give away for customers |
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Gain deeper understanding of customers’ financial needs and goals |
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Cross-sell products and services by identifying gaps in customer insurance and financial portfolios |
Scenarios
Built-In Lead Generator
A local insurance office of a national agency has over 25,000 clients. When Confidant is provided to these clients as a high-value practical service, the average user will add 4 confidants to his/her account. The confidants see the trusted insurance agent used by the client, and many clients will add the agent as a confidant, creating direct lead generating and cross-sell capabilities.
Strengthen Relationships
Your agents know that maintaining customer satisfaction depends largely on pro-actively reaching out to clients and anticipating their needs. With Confidant, your agents can leverage client files to view how the customer’s needs have changed within their Confidant account and recommend the most appropriate products and services.
*The average Confidant user adds 4 Confidants to his or her account
2Orlando Business Journal, 11/9/07
