Insurance Customer On-boarding

Welcome aboard! It’s a message that any business wants to give to new customers who decide to choose their products or services.

Of course, getting to that point can be tough – consumers are increasingly selective and are making choices within a fiercely competitive landscape.

The moment of truth for customers is your onboarding process. It’s the point at which marketing ‘hype’ gives way to the reality of how you serve customers every day. At that point, you have the power to not only win, but ‘wow’ your customers – and keep them.