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Which one of these is NOT an appropriate way to build a relationship with a customer?
What is their level of insurance understanding?
When the email contains personaly identifiable information
Send a handwritten card occasionally
Short and to the point
What?
You are not hearing me.
Know their clients' names and dates of birth
Who is my audience and what is the purpose of the call or email?
What are the two key questions to identify prior to starting an email or phone call?
What is their level of insurance understanding?
When the email contains personaly identifiable information
Send a handwritten card occasionally
Short and to the point
What?
You are not hearing me.
Know their clients' names and dates of birth
Who is my audience and what is the purpose of the call or email?
What do you need to know about your audience before you call or email?
What is their level of insurance understanding?
When the email contains personaly identifiable information
Send a handwritten card occasionally
Short and to the point
What?
You are not hearing me.
Know their clients' names and dates of birth
Who is my audience and what is the purpose of the call or email?
Which of the following is NOT a reflective listening phrase?
What is their level of insurance understanding?
When the email contains personaly identifiable information
Send a handwritten card occasionally
Short and to the point
What?
You are not hearing me.
Know their clients' names and dates of birth
Who is my audience and what is the purpose of the call or email?
Which of these questions will encourage the speaker to provide more information?
What is their level of insurance understanding?
When the email contains personaly identifiable information
Send a handwritten card occasionally
Short and to the point
What?
You are not hearing me.
Know their clients' names and dates of birth
Who is my audience and what is the purpose of the call or email?
What are the two things that personal lines and commercial lines CSRs will both do
What is their level of insurance understanding?
When the email contains personaly identifiable information
Send a handwritten card occasionally
Short and to the point
What?
You are not hearing me.
Know their clients' names and dates of birth
Who is my audience and what is the purpose of the call or email?
Which answer below is an example of an email fail?
What is their level of insurance understanding?
When the email contains personaly identifiable information
Send a handwritten card occasionally
Short and to the point
What?
You are not hearing me.
Know their clients' names and dates of birth
Who is my audience and what is the purpose of the call or email?
When do you need to send a secure email?
What is their level of insurance understanding?
When the email contains personaly identifiable information
Send a handwritten card occasionally
Short and to the point
What?
You are not hearing me.
Know their clients' names and dates of birth
Who is my audience and what is the purpose of the call or email?
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