Given the COVID-19 pandemic and this unique environment we are experiencing, customer service is evolving extremely rapidly and becoming more important than ever before—especially in the insurance industry.

As many agencies and their clients have transitioned to a remote workforce, connected technology and effective communication have become vital to their success. It is now essential that all businesses have the proper technology to not only work remotely, but also to maintain the highest level of service while doing so. Failure to do so presents a prime opportunity for the competition to solicit your clients.

As a result, employee benefits agencies are looking for new ways to streamline their internal workflows and transition to a more digital experience. From an operations perspective, this means rethinking the way they are currently prospecting, creating quotes, delivering proposals and educating customers. But it also extends to the way they are providing service to their customers, many of whom are also working remotely. Here are a few examples of ways employee benefits professionals can leverage technology and provide resources to better serve their clients during this time of change.

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