))
Using AI and CRMs to Optimize Client Care and Business Operations
Manage episode 422855944 series 3528280
Kathe Kline에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Kathe Kline 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In this episode of "Insurance Business Babes," hosts Kathe Kline and Joanna Wyckoff talk about a bunch of different things, but delve into the importance of using CRM systems and technology to streamline client interactions and protect against disputes. They discuss various tools like Applaud AI for recording face-to-face meetings, Dialpad for phone calls, and RingCentral for sales calls, stressing the necessity of keeping detailed records and obtaining consent. The hosts share their experiences in dealing with client billing issues, managing educational events, and leveraging technology like AI and CRM systems to enhance their business operations. Amid personal and professional anecdotes, they also touch on the challenges and benefits of working with IMOs and FMOs, the significance of educational content, and the value of excellent customer service. The episode concludes with reflections on their success, continuous learning, and the importance of thoughtful planning for business events.
…
continue reading
51 에피소드
공유
