MyEFS understands the challenges for an agency to develop introductions and that the EA puts their agency's reputation on the line when they introduce a customer.
We use a system of scheduling, conducting meetings and following up that when coupled with a need's based selling strategy assure every opportunity is discovered and addressed and clients are treated in the same manner you would want to be treated.
MyEFS believes communication is the key to a strong partnership. Through weekly and quarterly reports and meetings, internet access, emails and old fashion phone calls, the agent will know the current status and potential of every introduction.
We provide a level of monitoring and transparency that serves to keep the agency and their staff informed throughout the entire process, which provides a valuable tool for fine tuning and perfecting the agency's process for developing introductions.
MyEFS is committed to working with all your customers no matter their size or needs, helping to improve your client retention and insulate your book of business.
Partnering agents can take comfort in knowing their introductions will be provided every opportunity to satisfy and meet their needs in the right way, no matter if it is personal or business.