CPR Blaster
WHAT IS CPR BLASTER?
CPR Blaster is a tool designed to initiate a coverage conversation between insurance agent and customer – consistently every month of the year! The end goal is to drive review customer review appointments to review and coverage as well as uncover cross-sell opportunities.
CPR Blaster delivers personalized auto policy coverage information via e-mail to your customer.
The CPR Blaster e-mail drives the customer to question whether his/her coverages are sufficient in the event of a loss.
The CPR Blaster also is an E&O tool as it provides the agent with a summary report of each individual customer e-mail time and date stamped.
CPR Blaster automatically sends a second follow-up e-mail one week later to remind the customer to contact his/her agent to review gaps in coverage.
HOW DO I SIGN-UP?
It is simple – follow the on-line instructions and start talking more with customers!
Have questions? – give us a call and we will help you get started. CPR Blaster was designed by agents for agents so we speak your language.
HOW MUCH DOES IT COST?
Very affordable – $50/month or $500/year.
Think about it – if you cross-sell only one product a month the program can pay for itself!
HOW DOES THE PROGRAM WORK?
CPR Blaster uses an alphabetical calendar based on customer last name (example – January A-B, February C-D, and so on). This is a successful method to control the work flow and drive agency activity year-round.
CPR Blaster pulls individual customer data from “Find a Customer” and builds the e-mail for each customer.
The “Find A Customer” platform can be slow so it is recommended that the agent upload their Book of Business file at the beginning of the day.
One week after the auto policy coverage summaries are sent, CPR Blaster will send a follow-up e-mail to each customer as a reminder to contact the agency to review all policies. It is also recommended that the agency also contact the customer via phone to confirm receipt of the auto policy summary and set-up a review appointment.
CPR Blaster is a tool designed to initiate a coverage conversation between insurance agent and customer – consistently every month of the year! The end goal is to drive review customer review appointments to review and coverage as well as uncover cross-sell opportunities.
CPR Blaster delivers personalized auto policy coverage information via e-mail to your customer.
The CPR Blaster e-mail drives the customer to question whether his/her coverages are sufficient in the event of a loss.
The CPR Blaster also is an E&O tool as it provides the agent with a summary report of each individual customer e-mail time and date stamped.
CPR Blaster automatically sends a second follow-up e-mail one week later to remind the customer to contact his/her agent to review gaps in coverage.
HOW DO I SIGN-UP?
It is simple – follow the on-line instructions and start talking more with customers!
Have questions? – give us a call and we will help you get started. CPR Blaster was designed by agents for agents so we speak your language.
HOW MUCH DOES IT COST?
Very affordable – $50/month or $500/year.
Think about it – if you cross-sell only one product a month the program can pay for itself!
HOW DOES THE PROGRAM WORK?
CPR Blaster uses an alphabetical calendar based on customer last name (example – January A-B, February C-D, and so on). This is a successful method to control the work flow and drive agency activity year-round.
CPR Blaster pulls individual customer data from “Find a Customer” and builds the e-mail for each customer.
The “Find A Customer” platform can be slow so it is recommended that the agent upload their Book of Business file at the beginning of the day.
One week after the auto policy coverage summaries are sent, CPR Blaster will send a follow-up e-mail to each customer as a reminder to contact the agency to review all policies. It is also recommended that the agency also contact the customer via phone to confirm receipt of the auto policy summary and set-up a review appointment.