Sibro Insurance Broking Software Smart Follow Up Feature; the Most Effective Way to Win Potential Customers

June 6, 2022 in Insurance Broking



Sibro Insurance Broking Software Smart Follow Up Feature; the Most Effective Way to Win Potential Customers

Every healthy business relationship starts with an effective communication pattern. If you are able to communicate to your prospective customers through the proper channel, then you have paved your own way to become a successful insurance broker. Speaking of which, follow-ups are one important element for nurturing successful business relationships. There are a million ways to follow up with your customers.

But have you ever thought of the right way? The most productive way to follow up with your customer. Maybe now is the TIME TO THINK!

This article will walk you through the importance of follow-ups in the insurance broking business, the existing ways to do it, and the best ways to effectively win new potential customers and prosper your insurance broking business.
  • What is the importance of follow-ups in the insurance broking business?
  • What are the existing ways to follow up with a potential client in the insurance broking scenario?
  • What is the Smart Follow-up feature offered by Sibro Insurance Broking Software?
  • How does Sibro help insurance brokers and agents win potential customers via effective follow-ups?

What is the importance of follow-ups in the insurance broking business?

Staying in touch with your potential leads is one of the best insurance broking practices that you can follow in your entire career. Nowadays insurance broking industry has become more competitive than ever before. This is because of the opportunities and returns this industry offers to those who believe in themselves. This competition and aggressiveness have now taken its marketing efforts to a much wider canvas. Like it or not, the customer base you are focusing on is very much fed with tons of advertisements in multiple forms.

So, if you have to make an impact on your customers, make them believe in you, or to create a trust factor, you have to be with them. And to do that, the most purposeful way is to follow up on them, not just for your sales, but to offer them a helping hand in situations of life.

What are the existing ways to follow up with a potential client in the insurance broking scenario?

With the technological inventions that we embrace today, you can find millions of ways to follow up with your clientele. Even though we have a million ways o do it, it is completely a broker’s desertion to choose which mode of follow-up chooses the best for a particular customer. And, that’s the POINT!

Let’s see some of the common ways to follow your potential insurance customer.

  • Make a phone call whenever required
  • Send a text message reminding them about the dates and other policy options
  • Send them a picture or a link via Whatsapp explaining the updated policy and coverage details
  • Visit them personally when you can
  • Contact them via social media channels
  • Send them newsletters via email

Well, these are not the end. In fact, these are only the handpicked options to follow up with an insurance customer.

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What is the Smart Follow-up feature offered by Sibro Insurance Broking Software?

As soon as you establish contact with your potential customer, it is a necessity to follow up with them on a continuous basis, but without frustrating them.

Believe it or not, the “frustrating” part is very important.

That’s why Sibro came out with its amazing new feature that helps insurance brokers to follow up with their clients effortlessly and sensibly. This follow-up provision in Sibro Insurance broking Software is layered professionally and efficiently. Via this software for insurance brokers, you can follow up on any of your prospects, customers, converted policies, converted policy claims, etc.

It also helps you to see the past follow-up notes and add new ones whenever needed.

You can pre-set your follow-up dates so that you won’t miss the dates as well as the customers won’t feel agitated when you contact them for your first sale, policy renewal, claim documentation, etc. This software also gives you the provision to record the tentative policy start and renewal dates which makes your job much easier.

A brand new feature has been added and released called Disposition. By default, it will be “Disabled” in the software. When enabled, when we do a follow-up entry, in addition to the follow-up note, the user can also update the disposition and sub disposition. They will be auto-suggested depending on the existing disposition values of the inquiry. You can also add something called “Regular Notes” which is exactly like a Follow Up Note, except that there will not be a next follow-up date selection. This will helps is some scenarios where you don’t want to add a further date to the follow-up note. This will be useful while dealing with claims documentation also. Apart from all that, if a claim is Settled, Repudiated, or Closed, the software gives you the option to “Stop Follow Up”.

These automated micro features when combined together and practiced in an organized manner, customer follow-ups will be as sweet as your cup of hot coffee.

How does Sibro help insurance brokers and agents to win potential customers via effective follow-ups?

Sibro insurance broking software’s follow-up feature is enriched with a lot of broker necessities and the best solution offered to some of the broker’s real-life pain points. These are not just “some new features” introduced into the software. These are the solutions that our technical team derived after countless brainstorming sessions with different successful insurance brokers as well as our in-house insurance experts.

When you can per-set your customer follow-up dates, the software will automatically alter your day before. Think how helpful it with be that for your busy schedules. What is even more amazing is its ability to send predefined emails, messages, and notes to your customer’s email addresses, Whatsapp, and phone numbers at the exact date and time whenever you want to? Forget your office desk, forget your sticky notes. This is what you really needed.

A HUMANE friend that can support your insurance broking business by assisting your customer management in a way you have only dreamt of.

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