Screen Sharing With Your Customers

The saying “a picture is worth a thousand words” holds true, even when it comes to selling insurance. Multiple surveys report that customers find sales calls to be extremely frustrating and annoying. One way to combat this frustration is by using screen sharing, because visual engagement that is in real time is more likely to capture and hold a prospect’s attention. And once you get them hooked, then the rest is easy.

Improve Customer Servicemeter with faces on it going from sad to happy, with pointer on happy face

Screen sharing can be a very useful customer support tool. Insurance can be complicated, and being able to show your customers exactly what you are talking about can be a way to increase sales: people won’t buy what they don’t understand! Screen sharing can also reduce the risk of miscommunication. When you share your screen in real-time with a customer, they can complete forms with you, navigate through different plans, see all of the quotes you have provided, and even get help filing a claim or customizing products. Customers will come away from the phone call feeling satisfied that you have answered all of their questions, and confident that they understand the whole process. They’ll also feel confident that they’ve chosen the best agent for the job! 

Increase Convenience

Everyone’s busy these days, and many people do not have time to set up a meeting with an agent to discuss their insurance needs. Phone calls are more convenient, but trying to explain things over the phone can be frustrating.  But with screen sharing, you have the best of both worlds – convenience and practicality. You can set up a quick phone appointment, and simply share your screen with them and explain how to solve a problem step by step.

Screen sharing is also convenient and efficient for you. You can get a lot done in your first phone call when you screen share with your prospects, which can mean no need for a call back. When you streamline in this way, you’ll have more time to tend to other customers and make more sales. 

Set Yourself Apart From Competitorsanimation of person standing on top of number 1 and two other sitting on 2 and 3

Being able to screen share with your customers will set you apart from other agents selling insurance. Screen sharing shows your customers that you go above and beyond when it comes to service, and that you have put a lot of thought into how to best help them understand the information you are giving them. This puts you one step ahead of your competitors.

Host Webinars

Screen sharing tools make it possible for people to train online, host webinars. and give presentations. You can take an online PowerPoint presentation to the next level by using screen sharing, which will allow you to have full flexibility during the presentation. This also goes for hosting webinars. When people can see what you’re talking about, they will not only better understand the information you are presenting, but they will also want to continue learning from you. 

There are a number of free versions of screen sharing software available. These include Join.me, Screenleap, Show My PC, Mikogo, Google Hangouts, and AnyMeeting. If you want to get a leg up on your competitors, offer better customer service support, and increase your sales, then screen sharing is an excellent place to start. After all, sharing is caring.

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