Benchmark Business Group

Service - 2024 Archive

 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.

Systems = Success

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. At the same time, one of the statistics from Help Scout, a help desk software...
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