But now, it’s technology that you want to be more “personal” or you may wish to consider using. Face to face conversations seem to be so rare today that mothers are texting their teen, upstairs in his or her bedroom, that it’s time to come down for supper. Talk about degrees of separation. Do not fall into that technological trap of conducting all business online.
People still need to be connected with one another or we lose a whole whack of information about a person by not speaking to them in person. That directly hampers your ability to sell a relevant health insurance policy. It also affects how you handle a claim.
If you do not see the person/customer in the flesh now and then, it’s easy to depersonalize them and perhaps not make as much of an effort to be personable, helpful and caring. And if you aren’t familiar with them as “people” rather than a name and file number, going to bat to rectify an insurance claim may not be that important or get much detailed work done it because you don’t really “know them.”
Know your customers on more than one level and that includes in person, online, at meetings and via social media. The customer is a multi-dimensional individual and its pays for you to know them relatively well. This kind of a connection can help grow your business. The personal touch is never out of vogue.