As a business owner, it's important to communicate with your clients. Communication is the key to successful relationships, which in turn lead to happy customers and more sales! Communication can be improved by using an organized file-sharing portal like DropBox or Google Drive. It can also be done through email, phone, or social media.
To more effective communicator, the important thing is to take the time to listen and respond promptly. If you want to change your communication, start by looking at how much time you have and which tasks you do that don't need to be done.
Getting rid of needless work will free you up to have better communication with your clients.
Keep Organized
If you want to take seriously by your customers, having an immediate response to any question that they may have is important. We need quick access to the client's records in order to resolve their issue. If you have physical documents in your filing cabinet and need them for a phone call, please put them on hold or request that the person you are speaking. That's the last thing they want to hear if you can't find a document because it's in another folder or on another computer.
Clients expect a rapid response from insurance providers and companies. Digital documents, though ubiquitous nowadays, can still be difficult to find and retrieve. File explorer interfaces usually only allow you to search by file name. Meanwhile, document management systems like docupile offer you to easily find any file in mere seconds.
Conduct a full-text search with optical character recognition. You can search for files containing specific keywords even if they're not in a text file, like PDFs or images. Enter your client name, policy number, and document type. Even if you can't remember the name of an old file, it's still possible to find it. Dates, claim amounts, and other relevant information can be interpreted more than one way.
Another way to improve your search is by utilizing the "search within container" function. This allows you to narrow down the information displayed on a page. Beyond file names and full-text, you can also search by dates, users, and other qualifiers.
Customized File-Sharing Portal
Clients and insurers should be able to get documents back and forth quickly, without a lot of emails. It's also important to choose a secure attachment. Sending confidential documents through emails is a risky move, as you're trusting a third-party email server to keep them safe. Let your customers communicate with you through a comfortable channel by sending over signatures whenever possible.
Increase your clients' satisfaction and loyalty by providing them with a secure branded portal to share documents. For your home, business, or auto needs, Docupile offers you the perfect solution that lets you choose a custom design, helping your clients feel more confident asking questions. They'll be granted guest user access, which means they can periodically download and share documents as needed. You can customize your device how they interact with.
Making yourself more available to your clients can improve the way you communicate with them. There are affordable tech tools available that can help you improve your communication with clients.
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