After-sales service of insurance refers to a comprehensive service behavior in which the salesman takes the customer as the center, establishes a trust relationship with the customer, assists the customer in handling matters related to the insurance policy, and safeguards the interests of the customer through various services, thus achieving the purpose of maintaining the effectiveness of the insurance contract and developing new business. Next, I will introduce you to three basic services.
First, the policy preservation service. The so-called preservation is the act of keeping the policy in a complete state during the insurance period, which can always reflect the wishes of customers and ensure their interests. Keep the basic information of customers updated in time, so that insurance companies can contact customers effectively.
Second, assist in claims service. Claims service is to help customers confirm insurance liability, prepare claims data, handle claims procedures, deliver claims and other services. For customers, it is generally not clear about the process of insurance claims, the information needed, what procedures to take, etc. Because the information is incomplete or the process is incorrect, it will often prolong the time of obtaining claims and even affect the amount of claims. The situation is different when a salesperson accurately assists customers in handling claims.
Third, insurance consulting services. In daily operation, marketers will encounter many problems related to insurance consultation of prospective customers who have not purchased insurance. In fact, old customers who have already purchased insurance have more questions about insurance because they know something about insurance. Therefore, in after-sales service, it is also an important link to answer the questions of old customers and their inquiries.