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Using AI and CRMs to Optimize Client Care and Business Operations
Manage episode 422855944 series 3528280
Вміст надано Kathe Kline. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Kathe Kline або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.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.
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