What Your Policyholder s Are Saying—Is Your CRM Paying Attention?

Policyholders

It starts with a simple call—a long-time policyholder reaches out to check on a claim. They’ve been with your agency for years. Still, they get moved between departments. They’re asked for their policy number over and over. They wonder if anyone is really paying attention. Meanwhile, another customer, frustrated by a recent rate increase, vents … Read more