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, 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.

The New Norm: Digital Solutions To Help Customers Most Efficiently

The recent pandemic has wreaked havoc on businesses, forcing some to shut down, and others to find new ways of doing things. One way many businesses have adapted is by moving much of their work online and using Zoom or other digital tools to keep in touch with colleagues and clients. Not only have many businesses gotten used to this style of working, but many customers are beginning to demand it.

video conference on laptop

Digital Meetings

Just because we have been required to practice social distancing doesn’t mean that people don’t need help with insurance – in fact, they may need it now more than ever. People are looking for help protecting their families, businesses, and employees in these difficult times. The only difference is, now you need to offer prospects the option of meeting online instead of in person. Many prospects prefer to meet this way, and not just because of the recent pandemic: it has become clear to customers that digital solutions are not only faster, but are more convenient for them. Being part of this new digital normal means that you should:

  • Offer phone and video conferencing to sell insurance, or to help customers with any issues they are facing.
  • Communicate with potential customers through private chats and messaging, or calls if they prefer.

The Tools You Needphone apps with alerts on some.

There are a number of tools that you can use to better serve your customers:

  • Secured messaging and video applications such as Zoom and Google
  • A self-service portal for your customers to connect with you
  • Mobile apps for customer claims
  • Emails, chatbots, and call centers for your customer support

Maintain an Online Presence

person in front of a laptop with a woman on the screen showing projection numbers.
Host webinars and classes in order to keep people up to date on what’s going on in the insurance world.

Not only is having an online presence an excellent way to maintain relationships with existing customers, but it is also the most effective way to market yourself to new customers. Since you may not be doing anything face-to-face these days, make sure you’re consistently posting content and that you’re active on multiple platforms so you can get your name out there as much as possible. Some ways you can get noticed online are:

Make Sure You Are Cyber Secured

tablet with VPN on it

With so much business being conducted on the internet now, there is a much greater possibility of being hit with a cyber attack. Scammers will try to hack your business to steal identities and money. In order to protect both your business’ and customers’ personal information and data, make sure to use effective cyber security measures, such as a virtual private network (VPN).

Customers need your help during these crazy times, but they will most likely want it digitally. Even after all restrictions are removed, more and more people will want to avoid unnecessary face-to-face meetings and will probably prefer communication over the phone and internet. This means you will need to adapt and offer practical solutions for your customers. If you are used to (or have depended on) face-to-face meetings, the change might seem tough in the beginning, but you can do it! You know how to sell and how to market yourself, you just need to adjust to the new normal of digital business.


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