Customer Service Tune-Up - Webinar (ADT)

Webinar

Insurance Institute of NB, NB [Map]
Date and Time: October 21, 2021 1 - 3:15 p.m. Atlantic

Did you know that it takes 3 years to break even on each new policy written by your office? It’s true! Insurance customers are not only interested in the policies you offer, they demand a positive customer experience.

Customer retention is the lifeblood of an insurance agency or brokerage, so each person, from the receptionist to the CEO, and everyone in between, must strive to provide a superior customer experience for each and every client, each and every day.

OBJECTIVES:
   > Discuss the critical role played by a customer service broker in the insurance transaction
   >
Analyze the impact of customer defection on the brokerage and on the individual broker
   >
Discover the difference between retention and attrition
   >
Review key customer service skills
   >
Learn how to leave messages on your customer’s voice mail
   >
Discuss good customer service email and instant messages
   >
Tips for finding the time to do it right!

WHO SHOULD ATTEND:
  
> Agents and Brokers
  >
Managers and Team Leaders

CE CREDITS:
2 CE Credits are available 
only for the following provinces:
Alberta (#57159)
British Columbia
Saskatchewan
Manitoba (#36158)

REGISTRATION DEADLINE:
Wednesday, October 20, 2021

FACILITATOR:
Jo Anne Mitchell, CIP
Effective Training & Communications Plus
Jo Anne Mitchell is the owner of Effective Training & Communications Plus. She is a member of CIP Society with over 30 years insurance industry experience. Jo Anne has held positions in Underwriting and Marketing with two major insurers with responsibility for numerous projects including developing and implementing front-line underwriting skills training programs for brokers and company underwriting staff. A seasoned seminar leader, Jo Anne has provided classroom seminars and webinars for over 10,000 insurance professionals across Canada. She has spoken at insurance conventions in Ontario and Alberta and contributes articles to the BC and Alberta Broker Magazines. Jo Anne recently co-authored the re-write of the basic broker licensing course text "Becoming an Insurance Broker" for The Insurance Broker Association of Ontario.

GROUP RATE:
10% reduction on each registration fee, based on membership status, for groups of 6 or more. Contact Monique LeBlanc at mleblanc@insuranceinstitute.ca or Christine Doucet at cdoucet@insuranceinstitute.ca  to register with the reduced rate.

WEBINAR LOGIN:
Please ensure the email address in your profile is current.  Login details will be emailed the day prior to the webinar.

IMPORTANT NOTE:
Webinar registrations are per person. When registering, you confirm that only the person(s) named in the order will participate.

WEBINAR CANCELLATION POLICY:
No cancellations, substitutions are welcome.

BEST PRACTICES FOR VIRTUAL SESSIONS:
Please be advised that your image and voice may be captured and recorded during this virtual session for review purposes. Your participation in this virtual session is considered consent to be recorded as required by law.
It is highly recommended that you follow our suggested best practices when participating in any virtual session. We have taken every precaution to keep you and your information safe. Here is what we are doing to protect all of our stakeholders.

Pricing

Pricing for this seminar varies based on your membership. Prices exclude tax

Fee Description Amount
Non-Member $60.00
Member $50.00