The Compelling Case for more efficient communication. Business Texting for all ages.

Using a new, more effective channel to communicate with ALL ages We know that communication is the key to delivering great customer service and to driving loyalty. So that begs the question, why are we still forcing people to use “two struggling channels” (phone and email) to communicate? Why not introduce messaging as an alternative to connect with your audience? Since 2014, there have been more cell phones in the United States than people. It is hard to find an adult anywhere that does not have their smartphone within arm’s reach and who does not prefer texting to emailing. The best part about texting is we don’t have to train people how to use it; some can even do it blindfolded and of course “look ma, no hands” for those voice to text users. It is amazing how many organizations we run into that believe their customers don’t want to text because of their age yet they expect them to navigate a complicated company/patient web portal. Oftentimes, I hear business owners or office managers tell me, I am not so sure our clients want to communicate via text. Think about it, how do you think most of your clients/patients are reaching their children and their grandchildren? Throw in the fact that the average consumer is getting conditioned to NEVER pick up their cell phone because of the ever-increasing number of SPAM and ROBO-CALLS. Note, there are more than 2.5 billion Robo-Calls each month. If you were to conduct a quick survey of your clients, you will find that a majority of them prefer texting, irrespective of age. In many...
A Surefire Way Insurance Agents can Improve Engagement & Organization

A Surefire Way Insurance Agents can Improve Engagement & Organization

Trying to get in touch with a client? Perhaps it’s not a good time for them to answer the phone. Maybe they don’t recognize your number…so you leave them a voicemail. Maybe they’ll get around to listening to it in the next few days…but they might not be checking their voicemail at all. You get where I’m going with this. Sometimes getting in touch with customers is a pain. According to eVoice, only 18 percent of people listen to voicemails from numbers they don’t recognize. In contrast, SMS text messages have a 98 percent open rate. With texting, you can let clients know who you are and what you need without playing phone or voicemail tag. In short, texting provides better engagement. Not only does Captivated offer better engagement with clients, but also, it provides great organizational tools to help you better manage conversations with clients. Task Scheduling enables you to set and organize reminders with alerts. As soon as the time comes for the task to be complete, the task shows up as overdue. In-Line Notes allow you to keep track of those details you want to remember about a client or a conversation. The note is recorded right in the conversation and cannot be seen by your client. You can share your Virtual Business Card with clients in a text so that all of your contact information is easy to save directly into their phones. Tags enable you to organize your clients by category. Need to alert certain clients of a policy change? You can easily search and find clients with specific tags so that you know...