Having worked with advisors for years in a sales and relationship building role, I’m quite familiar with many of the road blocks they experience regularly in the process of properly insuring their clients. Interestingly, many of these frustrations stemmed from a lack of clarity on what information underwriters look for when underwriting a client’s file and how their clients are being evaluated. The disconnect between advisors and underwriters certainly isn’t a novelty to our industry.
At LOGiQ3 there is a dedication to providing our clients with an exceptional experience and with delight, at every interaction. This objective is supported by proactively listening to our clients and customers, one method we have adopted is the Star Rating Concept in our new Underwriting E-Learning Management System v2.0. This tool is mutually beneficial to us and our users alike.
Wikipedia will tell you customer service “is the provision of service to customers before, during and after a purchase." According to Turban et al. (2002), "Customer service is a series of activities designed to enhance the level of customer satisfaction – that is, the feeling that a product or service has met the customer expectation." It can be an over-used phrase which often lacks substance.
This being the last week prior to the LAST long weekend of the summer, I have to say, I had a pretty darn good one!