When you need to reach clients, Global Connect has you covered.
In the competitive insurance industry, regular communication with clients is the key to maintaining the relationships that are so important to your business. Not only does contact build client loyalty, but it can also greatly improve your bottom line. Global Connect makes it easy to call your contacts with new product information, changes to existing policies, birthday greetings and other messages that will help build your business.
With Global Connect, you can easily record a message in your own voice and customize it with your client's name and other personal information. Rest assured that your files remain confidential; Global Connect recently earned the American Institute of Certified Public Accountants' SysTrust seal, certifying that our systems and practices are reliable and secure. Our stringent web site security measures ensure that your contact information is accessible only by you.
Global Connect also allows you to create custom lists, segmenting your contacts by age, type or amount of policy, or any other category. Target particular clients with a new product that would be most beneficial to them, or advise clients with a specific type of policy of modifications to their coverage. Send reminders prior to premium due dates or use the system to collect overdue premiums. Our Direct Connect instant callback feature makes it easy for clients to return your call to make a payment or request additional information.
Since the Global Connect system is 100% web-based, there is no hardware or software to purchase, and no hidden fees or maintenance costs. The system is effective enough to replace expensive advertising or direct mail campaigns, and it's also economical enough to augment your existing marketing efforts.
Case Study
Large Asset Management Firm Boosts Collections By Using Global Connect Voice Broadcasting
While in the midst of a system conversion, our client's dialer was disabled before they installed their new dialer. During this interim period, they were introduced to the benefits of Global Connect at a trade show. Since there were no up-front costs involved, it was an easy decision to test voice broadcasting while their dialer was inoperable. Although they were pleased with the system and were able to implement it in just a couple of hours, they suspended its use after the new collection system with its auto dialer was installed.
According to the General Manager of the firm, "Then our numbers started to drag, so we tried running Global Connect again. I knew we were increasing contacts and our collections were improving, but I just didn't have the statistics. I needed to justify this additional expense to our owners which is what prompted me to do a detailed analysis." He reviewed a random sample of 10% of their accounts during their ten-day heaviest period of the month. "I was shocked to see how much we were doing," he said. "We extrapolated the sample's results and found that our net collections exceeded our Global Connect fee by a factor of ten."
Currently, the firm uses Global Connect along with an auto dialer. "Our best strategy is to pick out the best times for each and understand how each system operates most efficiently," he continued. This firm tends to use the dialer in the morning and Global Connect during prime time nights when they have the greatest likelihood of connecting with people. When asked to be more specific on the need to continue with voice broadcasting after their dialer was installed, he says, "All I know is that our phones ring off the hook with Global Connect, but when I run a dialer, my phones don't ring off the hook."
