66. Client Experience for Dummies: How to Improve Relationships with Your Clients and Carriers

Don't let the name fool you – “Client Experience for Dummies” is not a condescending guide; it's an introduction to a new way of thinking about how to serve clients, brought to you by today’s guest, Andy Mathisen of GloveBox. In a world where independent insurance agents are competing with direct-to-consumer carriers, it's more important than ever to find ways to stand out and provide value. Today on Agent’s Growth Academy, hear how GloveBox does this by providing a platform that connects agents directly to carriers, allowing for a more seamless and accurate experience for clients (including a direct way to pay bills). 3 Key TakeawaysIt’s more important than ever to improve communication and relationships between independent agents and their clients. Companies like GloveBox are making that a possibility.Directly connect with carriers to get live data and documents and pay bills through the platform.Use GloveBox to set up accounts for prospects, even if they're not currently clients, and track which carriers they use.ResourcesTwitterLinkedInEmail: andy@gloveboxapp.comRelentless by Tim GroverWebsite: www.gloveboxapp.comAbout Andy MathisenAndy grew a $100 million dollar agency alongside his brother and Dad from 2011-2019. He started GloveBox in 2019 and is the co-host of the Cease & Desist podcast.ePayPolicy The simplest solution for insurance agents to collect credit card and ACH payments