10 Ways to Promote Self-Service to Your Clients

Applied CSR24 is a valuable service channel that can enhance your customers’ experience with your agency. To let your customers know that online self-service is now available, use these ready-made communication templates to promote the online and mobile service options your agency offers.

Communication templates and content are available within the Applied CSR24 help file under “Promoting Applied CSR24 to Your Clients”. Access the help file via the Applied Community.

Traditional Communication Channels:

1. Brochure: Use this template to create your own customized brochures.
2. Proposal: Insert the text from this template into the proposals you send to prospects.
3. Postcard: Use this template to create your own customized postcards.
4. Phone Message: Use this script to record a customized phone message to alert callers of the other ways to contact you.
5. Letter: Use this text to create a letter to explain how your clients can access your self-service tools with their smartphones and tablets.

Digital Communication Channels:

6. Email: Use this template to create your own customized email.
7. Website Landing Page: Use the copy found in this template on your website.
8. Social Media: Use these messages to connect with clients via Twitter, Facebook, etc.
9. Email Signature: Have your employees add this text as a signature in their emails.
10. Text Message: Send a text message to let clients know they can access your tools from their mobile devices.

Things to Keep in Mind When Using These Templates

• This is basic content you can use to communicate the functionality your agency provides to clients via the Applied CSR24 application.
• You can easily copy and paste the content from these templates, and customize the style, voice and tone to fit your agency’s brand and marketing objectives.
• The content outlines a broad sample of features available within the Applied CSR24 self-service portal. If you do not provide these options or have various segments within your customer base that use different options, add or delete from the lists as you see fit.
• If your agency has branded Applied CSR24 under a different name (e.g. InsuranceOnline, Broker 24/7, etc.), be sure to replace all Applied CSR24 references within the content.
• Placeholder text is denoted by double arrows, such as <<name>>. Replace with your organization’s information.
• Additional instructions display in red text. Delete this text before sending to clients.
  
  

For more information about Applied CSR24 features and capabilities, contact Applied Support by phone at 800.999.6512 or email us.