By Jeremy McQuay on November 22, 2018

Pairing Customer Service with Insurance is a Recipe for Success

When choosing a health benefits provider for your client’s group plan, it usually comes down to two things: price and reliability. As an advisor, you know that insurance and customer service cannot be separated. The importance of customer service must be emphasized to your clients by letting them know that they are getting what they pay for…and more! Receiving exceptional customer service is as valuable as cost of service for your clients.

Advising your clients to go with a health benefits provider that delivers outstanding customer service is important, but what does that mean exactly? Most clients think customer service means that their claims are paid quickly. However, that is only one aspect of customer service. Clients should consider if customer reps are anticipating their needs and when it comes down to it are they accessible? Clients are busy and need to know that they will be able to get a hold of a customer service rep with ease. If not by phone or live agent, customers should feel confident that their email, text or web-chat will be responded to promptly. These are the things you should consider when helping your client determine which health benefits provider to go with.

Referring your clients to an insurance provider that focuses on providing great customer service is also beneficial to you as their advisor. When your clients have the customer service support they need, all of their questions and concerns will be directed and handled by the insurance provider or third-party administrator. Consistently exceeding your client’s expectations is how providers set themselves apart from the rest. When a client’s call is answered and taken care of by the customer service rep, it eliminates the need for you to be the middleman. Not only do you save time and money this way, but you demonstrate to your clients that you are knowledgeable and experienced because you’ve referred them to the very best insurance provider to work with.

Health insurance is a personal subject since you’re dealing with the health and well-being of employees with unique wants and needs. That’s why professional advice and accessibility are important needs to consider when it comes to providing great customer service. When an insurance provider seamlessly meets these needs, clients will be better served and undoubtedly happier.

Professional Advice: Clients should feel that their advisor is up to date on current and pertinent industry information. Clients call an expert in order to feel confident that the advice and guidance they are being given is in their best interest.

Accessibility: Nowadays clients want and expect multiple ways to communicate with their provider. It should be made as easy as possible for clients to discuss their services and receive a satisfactory response, in a timely matter. The more options for contact an insurance provider can offer their clients, such as by phone, text, live chat, and email, the better!

Benecaid prides itself on providing industry-leading customer service. We would love to answer any questions you have regarding the services we provide – contact a Benecaid Consultant today at 416-626-8786 or email us at sales@benecaid.com to learn more.

Published by Jeremy McQuay November 22, 2018