Benchmark Business Group


 Articles on the delivery of products and services to clients in a way that meets or exceeds their expectations ensuring their risks and opportunities for risk
management are proactively managed for Financial Service Advisors, Sales Associates, and Service Associates.  Examples: Client Reviews, Cross Selling, Handling Claims, Servicing Clients, Handling Billing, etc.

May 21, 2019

Dealing with difficult or even upset clients is something that can’t always be avoided. Clients will not always like decisions that are made or rules that must be followed. Yet, your agency still has to find a way to engage with these clients in a way that leaves them feeling...
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June 19, 2018

Most small businesses pride themselves on customer service. In fact, when we talk to most financial services professionals they note that exceptional customer service is one element that sets their business apart from the competition.
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April 17, 2018

How much energy and momentum is in your transition from sales to service? The client transition from sales to service should be a seamless experience for your client, and an energizing one for your team. If the transition isn't well designed, clients can feel lost in the shuffle and your team will likely be inefficient.
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March 20, 2018

Who's on your sales team? In the financial services industry, every member of your team should be considered a part of your sales team. It doesn't matter what position they hold within your business, everyone should be listening for and taking action on sales opportunities.
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