Earning a new policy holder is a long and intensive process that requires a large investment of time and energy. Ultimately, though, your main goal is to keep them. Client retention is based almost exclusively on customer loyalty. You need to show them you are the best option for meeting their needs.
Building trust and establishing yourself as an expert are necessary to gain their loyalty. With any luck, you will also gain referrals from clients that have been satisfied with their service time and time again. Today, we’ll reveal how our software, QQCatalyst, can be used to achieve the satisfaction and loyalty you are aiming for with your clients.
QQCatalyst: More than an Insurance Agency Management System
While our software is best known as the premiere cloud-based agency management software, we’ve also implemented new features that are aimed at empowering agents to utilize it as a customer relationship management tool. The relationship you have with your clients should be authentic and personalized to them and their needs.
Of course, this almost seems an impossible feat when you consider the hundreds of contacts you would need to memorize and know personally. That is where QQCatalyst comes in, with our suite of unique features dedicated to this purpose:
- The ability to make notes in regard to previous conversations, and reminders to follow up with clients. You can easily contact a customer again a few weeks after they filed a claim to check on them and see how everything is going.
- Stay ahead of the curve by using the software to look at renewal adjustment reports. This will allow you to see which policies have higher expiring premiums and find alternatives to suggest to your clients.
- The ability to track X-Dates gives you the opportunity to acquire new lines of business. Increasing the number of services the client has with you also increases the chance they will stay with you.
Other Exciting Features of QQCatalyst
Our latest version, QQCatalyst 3.6, is one of many different updates that have been implemented over the years as a result of feedback we’ve received from our customers. Here are some examples of the most recent enhancements we’ve made:
- Claims Support – We’ve added the ability to enter claims information automatically to ACORD forms without the need to manually fill them out.
- Employee Shifts – Another feature is the ability for administrators to define which times users have access to the system. That way, no one is working outside the clock.
- Credit Support – Credit payments can now be applied to bills at a later time, and refunds can also be converted to credits to use toward bills.
- Issue Multiple Policies at Once – No need to enter the issue policy workflow more than one time.
- New Mobile App – For Android and IOS, the new app gives the ability to view client information and notes on the go.
These are just some of the many features included in our latest update. The full list is expansive and shows that we listen to the feedback our clients give us. By using the power of QQCatalyst, you can craft long-term relationships with any policy holder, resulting in increased retention and referral rates.
