By integrating with your management system, the Connect relationship marketing platform allows you to automatically send the right message to the right person when it matters most.
Look like the agency or brokerage you want to be! Impress your visitors, easy for leads to request quotes, customers to ask questions and everyone to be more engaged.
CSR Mastery is the only program designed to give your CSRs the tools, motivation and confidence to close more inbound calls, cross-sell more existing clients, get more referrals and deliver a “WOW” experience with every single customer contact.
The CSR Mastery Program helps turn those inbound calls into “money calls!” Your CSRs can easily double their closing ratio with proven scripts, techniques and tools. They’ll love how easy it will be for them to get rapport and win the trust of prospects and customers!
Everyone knows referrals have the highest closing ratio. You can FLOOD your agency with referrals, if your CSRs have the right tools. Our CSR students routinely triple the referrals they get.
Imagine if your agency became “the talk of the town” – and not just about insurance. But about delivering the greatest customer service in your marketplace. Our “Lagniappe Method” makes sure your CSRs deliver that “WOW” experience.
A members’ only website puts your CSRs in touch with a community of CSRs who strive for the best! It also gives them instant access to a “Mastery Library” of over five years of training calls, tools, special reports and systems. And periodically, they’ll be invited to participate in a LIVE interview with a CSR Super Star.
Busy? We thought so. Let us take some of the load off your plate. You do insurance. We do digital marketing.
Our professional service department offers customized packages suited to your business's individual needs. Our experts are Google certified and trained to get results. With the help of your Client Success Manager, you are able to figure out what you need to be doing to maximize your digital presence and marketing campaigns. Whether your business needs help:
Our Professional Services Department can help.