How to Transition Your Insurance Company to a Call Center

Posted on

March 22nd, 2022

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Customer service is the backbone of any successful insurance provider. Customers expect a knowledgeable representative to provide rapid resolutions to their questions and problems. However, it’s not always cost-effective to staff a customer service department in-house. As a result, some insurance companies spread their limited customer service agents too thin. When this happens, long wait times, over-worked employees, and dissatisfied customers accumulate.

Insurance providers need to make themselves available whenever and wherever the customer needs them. Investing in a nearshore call center can address this need without breaking the budget. However, transitioning to a call center requires thoughtful planning and transparent communication with employees. Here are a few methods to help insurance providers implement a call center with minimal interruptions:

Train Employees on How to Use the Call Center

Employees won’t inherently know how to interact with a new call center. Training employees on how the call center functions limits chaos and confusion. Some areas to cover include:

  • Know who to call. Employees may need to get in touch with the call center support department on occasion. The employee in charge of call center communications needs to know the contact number and email for initial communications, who is next up in the chain of command, and the typical response time. It’s a good idea to train the rest of the team on this information if the team lead is out for the day.
  • What to do when communication lines go down. Employees need to know the business’ forwarding number if the line of communication to the call center disconnects. How calls forward from a business to its call center varies. Some companies engage it manually at the close of business, while others use an automatic system. Insurance providers that use manual forwarding should train all relevant employees on this process.

Outsource the Easiest Tasks First

Companies can outsource almost any business function. However, it’s best practice to train call center employees on the simplest tasks first. Companies can increase the call center’s responsibilities once they establish a baseline for how the call center functions.

Call centers can improve customer service and the customer experience. Insurers can engage with their customers in a timely manner, provide rapid answers about policies or claims, and more. Contact Actec to learn more about the benefits of implementing a nearshore call center.