Innovative Annual Insurance Review Program for Insurance Agents

New web services help insurance agents conduct more annual insurance reviews than ever before.

Jacksonville, FL (PRWEB) June 4, 2009 -- Confluency Solutions has announced the availability of new resources to help insurance agents conduct more annual insurance reviews for customers and prospects. The second session in Confluency's Best Practice Series, Reinventing the Annual Review, encourages insurance agents to rethink the role and conduct of the annual insurance review. A live webinar is scheduled for June 25 and will provide valuable how-to information for implementing an innovative insurance review program. The webinar is currently open to all insurance agents, but spots are limited.

"Consumers overwhelmingly say they want annual insurance reviews, and the economy means more customers than ever are a defection risk," explained Kevin McDonald, president of Confluency Solutions.  "When an annual review is conducted, an insurance agent will learn of even small customer antipathies that might lead to lost business. There are web tools, like web meeting services and streaming video, that are incredibly easy to use, and often free. These tools allow insurance agents to perform reviews on a group basis, and even deliver review-like communications through video recordings."

Some Best Practice resources are available only to Confluency Solutions' insurance agency customers, but enough information and resource material are available so that any agency could implement a high impact annual review program right away. A streaming video, print companion, and recorded insurance review example can be accessed from the Best Practice section (http://www.confluencysolutions.com/best-practice/insurance-annual-reviews) of the Confluency Solutions website, and insurance agents can sign up for the live webinar as well.

"The live webinar will walk an agent through exactly how to use their insurance agency website, and some third party services", McDonald continued.  "We work exclusively with insurance agents, so we completely understand the demands on their time. Our goal is to reduce the learning curve for programs we introduce to almost zero. And we understand that new programs, like this approach to annual insurance reviews, have to be simple to implement and produce superior results to alternatives - otherwise, they just don't happen. The great thing about this annual review approach is that it can touch on so many results areas: retention, account sales, referrals; it can even be used as a new business tool."

Confluency's Best Practice Series will run over six to eight months, and new resources will be released all the time. The Series is available to all insurance agencies and will usually include streaming video, free document downloads, and live webinars each month. The Reinventing Annual Reviews webinar session is scheduled for Thursday, June 25, at 1:30 p.m. EDT, and is scheduled to last one hour. The session will provide examples of how to set up, conduct, record, and add video presentations to an insurance agency website. Agents can sign up on the Confluency Solutions website. The Reinventing Annual Reviews webinar is free.

Confluency Solutions builds and hosts websites exclusively for insurance agents. Confluency specializes in helping agents use agency websites and other web resources to achieve business results in today's changing consumer and business climate. The company is headquartered in Jacksonville, FL. More information is available on the web, through email, or by phone: http://www.confluencysolutions.com; 877.351.2600 ext. 1.

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