Stay safe while communicating with clients
Ensuring you have the tools and resources needed is always important to GWIC – especially during times like these when you can no longer rely on face-to-face contact with your clients. To help you stay safe while continuing to sell, GWIC has compiled the following list of tips and resources.
Switch to appointments via phone
If your clients don’t feel comfortable meeting in person, you can ask them to switch in-person appointments to phone calls. This helps you and them stay connected while following best practices for social distancing.
Utilize electronic resources
GWIC’s MyEnroller tool makes quoting easy. If you want to share a quote with a client, MyEnroller allows you to run a quote and then email it to them with a link to the product brochure. MyEnroller also allows you to enroll clients quickly and easily by completing applications over the phone by utilizing e-signature or voice authorization. PDF instructions for both procedures are below.
Have materials delivered directly to customers
If your clients prefer to receive hard-copy brochures, order brochures through GWIC’s online ordering site and have the items shipped directly to your customers at no extra cost for standard shipping. Click on the Order Supplies tab on MyNavigator, and then simply change the shipping information to your client’s address on the Shipping Address screen.
To comply with social distancing best practices and eliminate the need for you to hand deliver materials, GWIC is now mailing policy packets directly to new policyholders. Your clients can also register with our Customer Portal to download a copy of their policy packet after their policy has become active. Have them visit gwic.com, click “Member Login” at the top right of the page, and click the “Register for an Account” button on the bottom right of the page to begin taking advantage of several convenient self-service options.
Here to help
As always, please reach out to GWIC with any questions or assistance needed.
Agent Care: 800-733-5454
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