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How Do Insurance Professionals Use PhoneTree?
· Late Payment Notices
This is ALN Insurance agency calling about an important matter. Please call us in our office at 555-1212 or you may press "0" now to speak with someone. Thank you for your attention to this matter. You may press the star key to repeat this message."
· Appointment Reminders
"This is ALN Insurance Agency calling to remind [Bill] of your appointment to meet with your insurance agent regarding your policy review on [Monday, January 22, at 10:00 AM] We look forward to seeing you then. Should you need to cancel, please contact our office at 555-1212 or press "0" now to speak with someone. You may press the star key to repeat this message."
· Emergencies
"Due to the recent snow and ice storm in this area, we have set up a special claims number for you. Please call 800-555-1212 to report your claim."
"(Staff Notification performed remotely via touch-tone phone) Good morning, this is Mark. ALN Insurance Agency will be closed due to the recent snow and ice storm...."
· Claim Follow-up
"This is ALN Insurance agency calling to follow up on your recent claim. Your satisfaction is paramount to us. Please take a moment to let us know about our performance. Using a 1-5 scale with 1 being poor and 5 being great, use the keys on your telephone to let us know now. (Each number can then respond differently letting the client know how you will address this issue.)"
· Birthday and Holiday Greetings
"This is ALN Insurance Agency calling to wish [Name] a happy birthday!" (Songs and music are optional)
· New Client Surveys
"[Mr. & Mrs. Freeburg] this is ALN agency calling to tell you how much we appreciated meeting with you this past [Friday, November 12th]. If there are any concerns that we did not address to your satisfaction with regards to your [auto policy] needs, please give us a call. We value the opportunity to be of service. Please Press '1' to rate our performance or Press '2' if you have any concerns."
· Important Agency Information
"[John], this is [Michael Cross] at ALN agency calling to thank you for your continuing [auto insurance] business and to acquaint you with a ['customer-only' savings of 20%] should you choose to purchase homeowner’s insurance with us within the next [30 days]!"
· And much more...