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Best Practices creates online guide to customer service

Monthly series aims to help agents build long-term success through customer service

​​IIABA's Best Practices study​ created an online guide to provide you direction in confidently and efficiently providing meaningful, valuable and profitable customer service as a foundation of your business.​

Most of the material is written, but includes videos, checklists and worksheets to get you started in implementation. 

The complexion of today’s marketplace allows your agency to be the hub of its own community as well as a member of many other communities – all populated by consumers. Some of these consumers are your customers, and you want to make sure they stay with you. Others are prospective customers who need to be convinced to do business with you. 

Let Best Practices get you started on the work of improving your agency. 

View series

The Customer Service Experience logo

The Customer Service experience circle logo 

View series

Meet Today’s Insurance Consumer 

Bring Real Meaning to “Customer Service” 

Know Your Agency 

Understand Your Marketplace 

Motivate Your Team

Prospect Effectively 

Care for New Customers 

Retain Customers and Grow Your Book 

Be Professional and Trustworthy

Be Ready for Unplanned Communication 

Plan for the Future