Health and Life Insurance

Category - Annuities & Policies

Which of the following scenarios would be the best display of the producer’s use of time and customer service when delivering a policy to a customer?
  1. Kevin delivers the policy as soon as it is received in his office, making sure to give extra business cards for friends and family of the insured.
  2. Ed takes the policy to overnight it immediately to the insured with brochures, business cards, and a welcome letter.
  3. Jimmy carries the policy knowing he will see the insured later in the week at the football game where their sons play together.
  4. Jason calls the insured to schedule a time convenient for them to have the policy delivered and to have any questions answered.
Explanation
Answer: D - Jason scheduling a time convenient for the insured where any questions can be answered, is the best use of his time. Making unscheduled trips where the insured may not be available, turning the delivery into a sales pitch, or waiting to see the insured at a public event are all lacking in customer service and time management. Insurance producers should continue the relationship built at the purchase of the policy to establish a good will and a solid reputation.
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