Web Conferencing Builds Relationships With Clients

Cutting-edge Web technology is now offering insurance agents help in strengthening their relationships with clients, while improving work efficiency.

Email and simple-to-navigate websites have already been part of their processes for years. Now, Web conferencing lets users bring a higher level of personal attention and value to their customers.

These days, anyone with a phone and a broadband Internet connection can participate in a Web conference. Most consumers can join directly from their home computers.

With Web conferencing, you can show clients a live view of anything on your computer screen. Bring up PowerPoint slides of your sales pitch, show them insurance illustrations, take them to the company websites you represent, run some numbers through a rate calculator or spreadsheet, and do anything you need to help clients see exactly what you’re talking about.

Web conferencing provides immediate, real value to any insurance agent seeking an edge. The industry’s data-heavy information can often confuse clients, overwhelming them with mind-numbing plans and options. It can be frustrating for them to understand the value you provide if they can’t see their options laid out side-by-side.

Web conferencing lets you show them exactly what they need to see. You don’t waste time setting up in-person meetings. You don’t need to travel to their home. They don’t need to put off appointments until their spouse can be present or fret about “picking up” the place before you arrive. Instead, you can address their needs instantly. Even complex transactions can now be easily completed over the phone.

Many insurance agents have found that Web conferencing also lets them land new clients without ever leaving the office. Agents can instantly show the nitty-gritty details of policies, claims and applications that would be impossible to communicate verbally.

Web conferencing allows more personal interaction than a simple telephone quote request. Agents enjoy a better work-life balance. Travel demands drop dramatically, along with their expense.

Nearly anyone can host a Web conference. All you need is a modest broadband-connected computer and a phone. Web conferencing can bring huge benefits almost immediately, by helping you to:

Create more meaningful interactions with clients. Understanding insurance documents is inherently difficult and cumbersome for most clients. By walking through the process step-by-step, while your clients follow along, you can create closer relationships. You can truly help them understand their options and foster trust, because you provide transparency to the process.

Reduce E&O risk. Web conferencing helps reduce errors and omissions (E&O) insurance risk. As every agent knows, the best way to reduce E&O risk is better communication. The onus is on you to deliver clear communications. Web conferencing changes phone calls into side-by-side see-what-I-see conversations.

Share forensic evidence. Quickly demonstrate the extent of damages by showing clients actual photos. Avoid the cumbersome process of making photo files small enough to attach to an e-mail or having to help clients figure out how to open attachments.