“Request a Quote” feature live on website
Reading time… 6 minutes
Our homepage—the exclusive website for Redbird agents—has a tweaked look and an important new feature: a simple form that allows agents to request illustrations from Redbird. We went live earlier this week and have had a lot of activity.
It’s simple: click the link, fill out the form and we’ll get back to you quickly, typically the same day. If there is a specific deadline please note that in the request. Also, it is designed so you don’t have to reveal any confidential client information. Take it out for a test drive today!
Old school customer service really works
Personality, surprises and extra attention for clients… give us a couple extra hours in the day and we would be all over that.
Well, we should try to find those extra hours.
Everyone has a source they lean on—website or other—for important information. Help Scout is an amazing web application we have invested in to ensure requests from agents are handled immediately, whether it’s getting you contracted or pushing through an application. However, what we didn’t know when we started using Help Scout was the creativity and value in their blog.
Help Scout’s most recent blog punched us in the nose. The content is a bull’s eye for how you can build stronger relationships with clients. Consultants and the media like to call it customer experience. To us it’s simply about the little things… the personal things that may seem insignificant and small at the time but become etched in clients’ minds.
While this specific story was directed at those who serve business clients, the content is 100% transferable to our work with consumers. Help Scout calls it GLUE. A few things caught our eye:
- Using personality. Great example from an on-line company that sells nuts. They take a simple product and inject it with a large dose of personality. All of our communications with clients don’t need to be this nutty (we had to say that), but the approach is unmistakable and memorable.
- A great quote: “The personality of your brand is the only thing you have direct control over.” Wow. We each have a personal brand and it’s our job to make it stand out.
- And, last but not least, the most complex idea in the whole story… a hand-written thank-you note.
If you don’t fulfill the client’s core expectations these ideas will only come across as tricks. In working just a few months with Help Scout we’ve found it does exactly what it says and then goes the extra step with its blog to create a community of contributors who obsess about the customer experience. Pretty cool stuff.
Here’s the link to the article. Enjoy
Editor’s note: it’s refreshing to see a new-age company like Help Scout espouse old-school tactics to deliver a better customer experience. A hand written thank-you note… who woulda thunk it in this day and time? And, it’s a reminder to those who think the Internet has passed them by: building relationships is ultimately about the human touch, not the touch of a keyboard.
- Don’t let the “A” word scare you… annuities are simple (and powerful). An article from the Wall Street Journal provides a good, well-written overview of annuities. Yeah, there is more under the hood (and we might quibble with some of what’s here), but if you can grasp these high level concepts you’ll be well on your way to getting this important product in your bag. If nothing else, remember these key points for the client:
- Client controls their own financial destiny
- Lowers and spreads their risk
- Guarantees no loss of principal
- Guarantees lifetime income
- Flexible case design
- Recipe for peace of mind