Benchmark Business Group

Service

 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.

Balancing Your Service Efforts

In the Financial Services industry, the division between sales and service is a fine line that is often blurred. Sometimes, the blurring of the line is an opportunity for the service team to sell. Although most of the time the blurring happens the other way. Service bleeds into the times...
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Are you too busy for your clients?

This month we have a simple challenge for your entire team, but before we get to the challenge let’s see how well you relate to a common agency issue. From our clients, we often hear the word - “busy.” It’s busy. I’m busy. We’re too busy. And it makes sense....
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3 tips for Dealing with Upset Clients

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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When Systems Work

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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Transitioning Sales to Service

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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When Service Becomes Sales

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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