Does Anyone Use the Carriers Service Centers?

[Soaringagent]

If so, what do you do when a client that calls or emails you for service questions or changes?

 

[Bertolinoins]

Call ins get a soft hand off to the service center via a 3 way call and emails get forwarded to the service center.

 

[insurance1822]

Call ins get a soft hand off to the service center via a 3 way call and emails get forwarded to the service center.

We're considering using carrier service centers & I've been "told" they actually increase retention on their respective books. Do you always do 3-way hand off's or is it just "push 3 to connect to carrier X and push 4 to connect to carrier Y."

Also....lets say you have an insured face a steep rate increase you'd like to remarket? I'm sure that service center won't offer that & will just try to retain it w/ them. Thoughts?

 

[Bertolinoins]

3 way handoff. Obviously the service center is not going to remarket the account or do anything other than support their product, that is still your job.

 

[Soaringagent]

Thanks for the tips!