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Webcast

The NEW AIAM 120 Customer Service Part II


Total Credits: 2 including 2 CE Credit

Average Rating:
Not yet rated
Categories:
AIAM Training
Faculty:
Jeff Odom
Duration:
2 Hours
License:
Product Setting: Expires 30 day(s) after program date.

Dates


Description

AIAM 120 examines the six things each of clients want from their insurance agency:

  1. To be greeted
  2. To feel valued
  3. To be asked what they want
  4. To be listened to
  5. To be helped
  6. To be invited back. 

AIAM 120 Part 2

2 Hours

Hour 1

I. Listen to the Customer

            a. What happens when we truly listen

b. Difference between hearing and listening

c. When you listen to your client you are telling the client:

            i. I want to understand you

            ii. I want to understand your needs

            iii. I want to solve your problems

d. Assess yourself

e. Complaining Customers

            i. Hilton Example

            ii. Ritz-Carlton

            iii. Three ways to make the customer right

            iv.  Five ways to deal with customers

  1. Don’t take it personally
  2. Make it a challenge
  3. Listen fully
  4. Respectful tone
  5. Talk about what you can do

2nd Hour

II. Knowing the difference between empathy and sympathy

III. Help them

            a. Ways to help them

            b. WOW factor

IV. Invite them back

            a. How a customer know they are invited back

            b. When to thank the customer….every chance you get

            c. Words that should never leave our mouth

            d. 10 most important words our clients can hear from us

V. Evaluate Yourself

VI. Recap

  1. Greet
  2. Value
  3. Ask
  4. Listen
  5. Help
  6. Invite

VII. Evaluate yourself above competitors

Housekeeping

Unauthorized Entities

Course Materials

Faculty

Jeff Odom's Profile

Jeff Odom Related Seminars and Products

Education Instructor & Insurance Analyst

Florida Association of Insurance Agents


Jeff graduated from FSU in 1988 and began his insurance career as both a general lines and life and health insurance agent with an independent insurance agency. He moved to the education side of insurance by taking a position with the Department of Financial Services (formerly Department of Insurance), working in the continuing education section. Jeff spent his last four years there the administrator of Continuing Education. At FAIA, Jeff's duties include writing, updating, and revising FAIA's Florida Insurance Research Library, and teaching.


Dates

Tue, Jan 07, 2025 - 03:00pm to 04:51pm EST
Thu, Jan 23, 2025 - 09:00am to 10:51am EST
Fri, Feb 07, 2025 - 11:00am to 12:51pm EST
Wed, Feb 26, 2025 - 01:00pm to 02:51pm EST
Mon, Mar 10, 2025 - 03:00pm to 04:51pm EDT
Fri, Mar 28, 2025 - 09:00am to 10:51am EDT
Mon, Apr 07, 2025 - 11:00am to 12:51pm EDT
Fri, Apr 25, 2025 - 01:00pm to 02:51pm EDT
Mon, May 05, 2025 - 03:00pm to 04:51pm EDT
Tue, May 20, 2025 - 09:00am to 10:51am EDT
Fri, Jun 06, 2025 - 11:00am to 12:51pm EDT
Mon, Jun 23, 2025 - 01:00pm to 02:51pm EDT
Tue, Jul 01, 2025 - 03:00pm to 04:51pm EDT
Mon, Jul 21, 2025 - 09:00am to 10:51am EDT
Fri, Aug 08, 2025 - 11:00am to 12:51pm EDT
Mon, Aug 25, 2025 - 01:00pm to 02:51pm EDT
Wed, Sep 03, 2025 - 03:00pm to 04:51pm EDT
Thu, Sep 18, 2025 - 09:00am to 10:51am EDT
Fri, Oct 10, 2025 - 11:00am to 12:51pm EDT
Mon, Oct 27, 2025 - 01:00pm to 02:51pm EDT
Mon, Nov 03, 2025 - 03:00pm to 04:51pm EST
Tue, Nov 18, 2025 - 09:00am to 10:51am EST
Fri, Dec 05, 2025 - 11:00am to 12:51pm EST
Mon, Dec 22, 2025 - 01:00pm to 02:51pm EST

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