How to follow up on the service of insurance How to do a good job of insurance service

Updated on workplace 2024-04-07
4 answers
  1. Anonymous users2024-02-07

    It's definitely you and it's your fault that the supervisor ignores you.

    1.There are no orders. 2.You're not doing well. 3.The question of being a person.

    The work done in the collection department is to make orphan orders and invalid orders.

    In the practice of failure orders, we must first analyze the customer's reasons.

    1.At present, the economy is not able to turn around.

    2.There is no salesman to follow up.

    3.I was deceived.

    4.Peer influence.

    Then break them one by one.

    If you have financial problems, tell him that it is limited to two years, and then explain the stakes, and you can only surrender the policy after expiration.

    If you don't follow up, you have the opportunity to add insurance.

    Those who have been deceived will explain the benefits and disadvantages first, and those who have no chance to surrender the policy.

    Peers don't have much influence, mainly because of your principles of being a person and your handling skills. If I believe you can do it, you will do it.

    Communication is an art. The first thing to do is to communicate with your supervisor colleagues, in other words, to learn how to be a person first.

    Be consistent in your life and work.

  2. Anonymous users2024-02-06

    It is broken down according to the indicators of the month, then the urgent ones are dealt with, and the important ones are dealt with.

    Analyze the reasons for the invalid policy, find the salesman to understand the relevant situation, whether it is economic difficulties, product dissatisfaction or peer interference, etc.

    As for reinstatement, you need to complete the above steps and then analyze the current customer's insurance needs and financial situation to process these orders.

    The words are not 100% effective, mainly refer to your company's speech highlights plus your own accumulation. Look at how your colleagues communicate with customers, and maintain a good relationship with customers and salesmen.

    The last is to improve the relationship with the supervisor, after all, he is senior, learn from him, and surpass him!

  3. Anonymous users2024-02-05

    The lapse of the policy depends on what circumstances it becomes invalid

    If the customer thinks that he was deceived by the ** person when he bought the insurance, so he does not plan to ask for it. But at least there is something about this insurance that impresses him, otherwise he wouldn't have bought it. Analyze with him again, if he does not apply for reinstatement, he can only surrender the insurance when it expires permanently, and his money can only be refunded to the cash value, and the loss is very large.

    After all, he is already a customer of the insurance company, and he usually has nothing to do, and he usually has nothing to do, and don't let the customer pay the premium, and people will be afraid of you when they see you.

    Why does the supervisor ignore you? Communicate with him, ask him if you have any questions. If you ignore it, you will go to the supervisor of the supervisor.

  4. Anonymous users2024-02-04

    In terms of service time, in the insurance industry, high-quality customer service is not a few minutes of consultation, life insurance is insurance that accompanies a person's life, so insurance customer service is also long-term.

    In terms of service attitude, you must care about your customers, and you are not just a simple interest relationship, so at least send a condolence message to your customers during the holidays.

    In terms of service quality, you must be familiar with each product, and when designing products for customers, you must design them according to the actual needs of customers.

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