Screen Sharing- A Great Customer Service Tool for Your Insurance Customers

If you’re an insurance agent, chances are you talk to a lot of your customers on the phone. You can improve your customer service, however, by using screen-sharing technology to enhance your communication with them.

Screen sharing software allows your customer to see what’s happening on your desktop or laptop. You can use it to demonstrate how to log in to their account, access billing info, file a claim or use other tools on your company’s website. Perhaps you can introduce a new insurance product and use screen sharing as a cross selling opportunity. Here are just a few reasons why screen sharing can be a good tool in your customer service arsenal.

It’s cost-effective.There are many platforms that are free, and some that are paid but economical—and most are very easy to use on both the client and the host side.

It saves time. Sometimes, walking your customer through a process on your website or explaining a complex point of their coverage is difficult to do over the phone. You can shorten the conversation—and demonstrate your expertise—by letting the customer see what’s on the screen. Most of us are pretty visual learners.

It improves your customer service. Even though it’s faster than explaining things over the phone in many cases, taking the time to share your screen with a customer and walking them through a process can improve their perception of your customer service skills. This process is also efficient for them and helps them get their questions answered quickly, which they’ll appreciate.

It’s recordable. While you can use screen-sharing software to communicate with customers one on one, it has applications beyond that as well. You can also record yourself walking through a process on your company website and upload it to your Help page so customers can get the help they need even faster.

Screen sharing software has plenty of useful applications for insurance agents. Experiment with different platforms and options, and you’re likely to find one that’s easy to use—and that helps you improve your communication with customers.

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