Customer support, onboarding and sales have plenty of moments of tension, confusion and irritation. Turn every moment into an opportunity for a great customer experience. How? Do the equivalent of teleporting over and sitting next to them to show them your service, rather than talk at them. Let's say a
You're selling security during a crisis, not insurance. How do you communicate this to a client over the phone? HelloScreen is 5 second screen sharing built to fix this. What's hard for clients to understand about life insurance? The impact of an event on their partner. The impact on their
Watch a couple of hundred loan officer sales script videos on Youtube and you can't miss the underlying message that borrowers don't understand loan options and strategies. Below see how 5 second screen sharing to their phone changes this. HelloScreen [https://helloscreen.com/for/loan-officer] shares your browser tab (containing
Selling insurance from your own home without physically sitting next a client has advantages of comfort but disadvantages of clients not being able to see anything. Even when a prospective client is pre-qualified you might still need to handle issues of trust and objections like "I need to think about
All the "handle objections" advice for sales teams, loan officers, insurance agents and realtors involve clever use of words but many clients need to see what they're buying. New technology flips the tables by letting you do exactly that and when you do, you get trust, deeper conversations, faster understanding
You're using the Nokia of screen sharing. You want to be using the iPhone. Once you do, you'll never go back and the way you explain anything online will change forever. There are a million sales people out there selling to clients. Companies and consumers are flooded with new proposals.
Underlying the loan origination process are issues of trust and education such as clients focused only on the lowest interest rate when they should think about the lowest monthly payment instead. They need help in trusting loan officers, understanding terminology and completing the paperwork. Below we'll cover the customer experience
As we continue to imagine life in a post-Covid world, there are several industries that come to mind when considering what our ‘new normal’ will look like. One of these is insurance. More specifically, how insurance companies will prepare and adapt to the next distribution channel. It wouldn’t be