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A common aspect of professional life is the time invested in strategizing around ways to improve interactions with clients, especially after particularly complex projects. The reality is that quality communication is the secret behind business success. However, the challenge remains that it’s difficult to find breathing space and invest the time in writing emails and sending them to the right people at the right time. To quote Macbeth, “let every man be master of his time” — yet therein lies the rub… 

To alleviate this issue of bandwidth, it’s helpful to use a “don’t be busy, be productive” mentality. That’s why the new gold standard involves leveraging digital and direct communication as a means of taking back agency in client relationships. According to KPMG, 67% of CEOs say acting with agility is “the new currency of business; if we’re too slow, we will be bankrupt.” But what are digital and direct communications, and how can Pathway’s many offerings specifically become a central pillar of growth for your business? 

As a quick primer, digital communication entails the use of a digital tool or software to streamline and automate your communication efforts, which in turn makes them quicker and more efficient. Using the insurance industry as an example, a broker would look to use a digital communication and marketing automation platform, such as Pathway, to completely digitize their communications while maintaining that crucial human touch. This gives the user the ability to automate those old sticking points, from sending renewal letters and building new relationships, to payments and digital document delivery. 

Below, we’ve curated a list of some of the top reasons why you should adopt digital and direct communications, and how it can help take your business strategy to the next level.

Improved Productivity 

You might ask yourself if it’s possible to manage hundreds of clients efficiently without using a digital system? Probably not, which is why you need a solution that allows you to automate routine interactions with clients. For example, Pathway’s Office Bot automates billing and renewal processes. It also delivers policy documents to clients automatically. Imagine how much time you can save by letting an intelligent tool take over those mundane communications which are critical for relationship maintenance, but don’t require that special touch to keep pushing the ball further? Your team will thank you for being given the chance to focus on what really matters in their day-to-day activities.

Build Healthier Relationships with Clients 

The trust equation is the lynchpin to any relationship with clients. Pathway can help you build that trust through solutions like Marketing Bot, which enhances your upsell and cross-sell capabilities. By offering to be the one-stop shop for all your customer’s insurance needs, you build the foundations for an enduring dynamic of customer service and success. You can keep your audience engaged through timely emails and updates, making it easier for you to make your customer feel valued, engaged, and welcomed.

Ensure Customer Satisfaction 

It’s hard to satisfy modern consumers, especially when it comes to the insurance industry. The task is getting more complex as the playing field has become more crowded. We’ve seen more and more nontraditional tech competitors with deep pockets attempt to take their piece of the market share. Without smart digital tools, it’s impossible to meet the emerging demands of today’sinsurance customers. That’s why leveraging tools such as Pathway’s Loyalty Bot is crucial to gaining that edge over the competition. By measuring customer satisfaction, you’ll have a better diagnostic on how well received your services are based on a scoring scale, and what areas need improvement. We call it Net Promoter Scores. More knowledge of your customer means more opportunities to successfully and organically market your products.

Some Final Thoughts

Using an intelligent system to increase the quality and accuracy of your communications is a no-brainer considering its pervasiveness. Not only does it save you time and effort, but it can also be the lynchpin to maintaining relationship standards even as your book of business grows. 

Regardless of your industry, tools such as those offered by Pathway will help you turn your digital communication efforts into an asset, rather than a liability. 


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    Comment by Misty on February 4, 2022 at 18:27