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Customer Service Tune-Up
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Customer Service Tune-Up

Did you know that each new policy written by your office will take 3 years to break even? Customer retention is the lifeblood of an insurance brokerage and requires strong customer-service skills. Members $95 / Non-Members $145

When: Thursday, March 15th, 2018
9:30 - 11:45 AM
Where: Online
Presenter: Jo Anne Mitchell
Contact: Tara Keohan

Online registration is closed.
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In a recent customer-experience survey, 70% of respondents said they stopped doing business with a brand following a poor customer experience, and 92% of this number went straight to a competing brand to make a purchase. Insurance customers not only care about the policies you offer but also demand a positive customer experience. Discover the impact of a poor customer experience, the most critical customer-service skills, and tips for providing a great customer experience via telephone and email.

2.0 CE credits for General licences


  • The critical role played by a customer-service broker in the insurance transaction
  • The impact of customer defection on the brokerage and on the individual broker
  • The top 10 customer-service skills
  • Identifying and minimizing the distractions and time wasters that restrict superior customer service

Who should attend

Sales and Service Brokers


Member $95
Non-Member $145

Jo Anne Mitchell, CIP (facilitator)

Jo Anne is the founder and owner of Effective Training & Communications Plus, which provides training and consulting services exclusively to the General insurance industry. Thousands of insurance professionals from across Canada have taken part in Jo Anne’s seminars and webinars, and benefited from her 25 years of experience as a broker, marketer, program developer, and trainer.

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