Author Bio
Bill Walrath
American born insurance executive with more than 25 year of experience. He has spent time managing different markets across the United-States bringing together agents, product teams and underwriting to drive profitable growth. He has lived and worked with companies in California, Michigan, Illinois, Oregon, Ohio and Texas. Working with thousands of independent agents he has a track record of growing distribution networks and leading large teams. He is currently working as an advisor in the insurance space for technology.
I only had two more miles to go — just a hop, skip, and a jump compared to all that I had already run — and I felt good. And yet when I saw that mile marker, I completely lost it. Suddenly, my legs felt like wood, my breath got ragged, and the realization that I had been running for four hours overwhelmed me, knocked me sideways. It was exactly the opposite of what I had expected. I had assumed once I got a whiff of the finish line, I would be electrified, coursing with adrenaline, and that I would fly the rest of the way.
But how are we to keep up with these changes?
How do we offer customized solutions for each and every client?
Our CRM will organize our opportunities, automation will book more meetings, rating will be less time consuming and servicing work will reduce – right? Or did we miss something along the way?
Unfortunately, even with all the investment aimed at improving the agency, we missed the opportunity to create a better customer experience.
Sell more and retain your clients with Beehivr.
Create lasting and trusting relationships today.
Common Questions:
Does this software help with just web meetings?
Actually, Beehivr was originally developed for in person meetings and was enhanced and adapted due to the pandemic to support web meetings as well.
What resources does Beehivr provide to start?
Beehivr offers training and onboarding in addition to creative resources to help you digitize your favorite customer presentations. For example, if you have an explainer for purchasing Umbrella coverage, they can digitize this, make it interactive and allow you to present in ways your customers have never seen before.
I use a CRM/Rating platform, can Beehivr integrate with this?
Yes, Beehivr can customize your integrations to meet your business needs.
My customers are ok with emails, PDFs and attachments, why invest in this tool?
We all know that ok is not good enough anymore. Doing what everyone else is doing will not differentiate your business from the rest of the pack. Standing out and really wowing your customers is how you want to run the last mile.