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66. Client Experience for Dummies: How to Improve Relationships with Your Clients and Carriers
Manage episode 344484228 series 2993813
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Don't let the name fool you – “Client Experience for Dummies” is not a condescending guide; it's an introduction to a new way of thinking about how to serve clients, brought to you by today’s guest, Andy Mathisen of GloveBox. In a world where independent insurance agents are competing with direct-to-consumer carriers, it's more important than ever to find ways to stand out and provide value. Today on Agent’s Growth Academy, hear how GloveBox does this by providing a platform that connects agents directly to carriers, allowing for a more seamless and accurate experience for clients (including a direct way to pay bills).
3 Key Takeaways
- It’s more important than ever to improve communication and relationships between independent agents and their clients. Companies like GloveBox are making that a possibility.
- Directly connect with carriers to get live data and documents and pay bills through the platform.
- Use GloveBox to set up accounts for prospects, even if they're not currently clients, and track which carriers they use.
Resources
Email: andy@gloveboxapp.com
Relentless by Tim Grover
About Andy Mathisen
Andy grew a $100 million dollar agency alongside his brother and Dad from 2011-2019. He started GloveBox in 2019 and is the co-host of the Cease & Desist podcast.
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