6 Key Steps to Create a Superior Insurance-Buying Process for Nonprofit Clients

Posted on: December 11, 2020 by Care Providers Insurance

In this article for The Rough Notes Company, Inc, our Program Director, Chris Hale, provides an overview of the six key steps to create a superior insurance-buying process for your clients

Whether you’re a newer insurance agent or you’ve been in the business for many years, you know that insurance is not as easy to understand for those outside the industry. Insurance can be a glaring blind spot for leaders and lead to some poor decisions or lack of serious consideration. That is, unless they have a proactive insurance agent and risk management professional who can guide them through the process and help make it more seamless.

At Care Providers Insurance Services (CPS), we’ve worked side-by-side with agents and nonprofit leaders to streamline the quoting and purchasing process and deliver specialized, comprehensive insurance programs for more than 25 years. Our goal has always been to help agents and brokers deliver best-in-class policies that meet their clients’ unique needs and risks, so you can continue to deliver value and build up a profitable book of business. Based on our experience, there are six key steps and considerations that agents can implement to deliver a smoother insurance-buying process and better outcomes for their clients.

1. Ask about their pain points first

Are your clients frustrated by a claims review process that takes too long? Or maybe they’re not getting the proper amount of loss control they need? Whatever challenges they’re facing, it’s important to give your current or prospective clients the window of opportunity from the get-go to describe them in detail. By having this insight into their challenges early on, you’ll be better positioned to form solutions to address them in advance and, simultaneously, build trust with your client.

Learn About the Other Five Key Steps and More


Posted in: blog Non-Profit Insurance nonprofit insurance