Mailed Policies that Clients Claim to Never Receive

[signeos]

You could also email the client to let them know this information. That way you have a paper trail confirming you sent them an additional notice and you can see if they read the email as well. This process could be automated too. We (Signeos) send out automated and on-demand email campaigns for independent agents and this is an example of how it can be useful.

Also, if you have an online portal for your clients, they can manage their policies online and never have to wonder what policies are active (we offer insurance portals to independent agencies too...)

If you want to see how our independent clients would handle this with email communications and an online portal you can check out our overview vid on youtube: just search "How Signeos Works"

cheers,

Marie
Signeos
[email protected]

 

[InsuranceMGA]

Good idea on the USPS Delivery Receipt.

If you live far away from where you work this is the best Option. And yes calling the client to maybe set up another appointment to get some referrals. That's what I use the policy drop off for ask for as many as they can give you!!!

 

[GoCubsGo]

You could also email the client to let them know this information. That way you have a paper trail confirming you sent them an additional notice and you can see if they read the email as well. This process could be automated too. We (Signeos) send out automated and on-demand email campaigns for independent agents and this is an example of how it can be useful.

Also, if you have an online portal for your clients, they can manage their policies online and never have to wonder what policies are active (we offer insurance portals to independent agencies too...)

If you want to see how our independent clients would handle this with email communications and an online portal you can check out our overview vid on youtube: just search "How Signeos Works"

cheers,

Marie
Signeos
[email protected]

Before you get jumped on by the mean ones I will nicely explain a couple things. There is a section for "offers" which is where you should post promoting your service and this is a FINAL EXPENSE thread. Email is not a good option for seniors.

 

[rousemark]

Before you get jumped on by the mean ones I will nicely explain a couple things. There is a section for "offers" which is where you should post promoting your service and this is a FINAL EXPENSE thread. Email is not a good option for seniors.

Hey now! More and more of us old folks are getting the hang of these new fangled contraptions!

 

[gordon112]

I would say email is becoming more relevant. If you work any lead off the internet they are going to leave an email for response thus it makes it an important means of communication.

I have been using emails for both FE and bigger term product clients. Yes, less FE clients, but I still run into them on occasion, especially when the app (like RYN) asks for an email address.

 

[GoCubsGo]

Hey now! More and more of us old folks are getting the hang of these new fangled contraptions!

Yea but do you fit into the category of a typical final expense client? Of course Tennessee is a more technologically advanced state isn't it? The Silicon Valley of the Appalachians .
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I would say email is becoming more relevant. If you work any lead off the internet they are going to leave an email for response thus it makes it an important means of communication.

I have been using emails for both FE and bigger term product clients. Yes, less FE clients, but I still run into them on occasion, especially when the app (like RYN) asks for an email address.

Of course it is and will continue even more. You have more people growing older and moving into the category. Doubt you are seeing big numbers in the older ages. Still not enough percentage to use email as the go to choice with policy delivery confirmation which is what signeos proposed. Snail mail and phone if you can't or won't F2F.

 

[WinoBlues]

I would say email is becoming more relevant. If you work any lead off the internet they are going to leave an email for response thus it makes it an important means of communication.

I have been using emails for both FE and bigger term product clients. Yes, less FE clients, but I still run into them on occasion, especially when the app (like RYN) asks for an email address.

I agree. This morning I received two applications by faxing that I had emailed. I texted them back that I received them.

 

[Todd King]

If it's past the free look period (even though they had nothing to look at), they still might have a little trouble getting all their money back. Why? Well, are they going to successfully come up with a good reason that they never called about it until months after? Are they really going to convince someone that they were unaware money had been coming out of their account for months? Doubt it.

 

[VolAgent]

If it's past the free look period (even though they had nothing to look at), they still might have a little trouble getting all their money back. Why? Well, are they going to successfully come up with a good reason that they never called about it until months after? Are they really going to convince someone that they were unaware money had been coming out of their account for months? Doubt it.

While infrequent, this does happen. One of the people at Ohio National likes to tell of having to refund a VA years later that had dropped quite a bit in value. I believe she said they charged the lost funds to the RR. All because the client called in asking about his policy and said he never had received it. He then saw the free look provision and there was no delivery receipt on file from the first time it was sent out.

 

[Todd King]

So what about the states that don't require delivery receipts?

Of course, I think if I were an insurance company, I would want one no matter what state.