In recent weeks, our Chubb Life Virtual Insurance Adviser team has successfully conducted a series of virtual meetings with the ANZ Contact Centre homeowners’ team. These sessions aimed to reestablish relationships with our ANZ partners and provide valuable tips on making quality referrals to help protect more customers.
Importance of Strong Partnerships
One of the objectives of the workshops was to emphasise the significance of maintaining robust partnerships, especially in a virtual environment where it can be easy to lose touch. These meetings served as a way to reinstate regular check-ins, foster open dialogue between our IA team and the homeowners’ team, and engage in collaborative problem-solving. Our goal is to grow together and ensure that more customers are protected.
Key actions for successful referrals
Linking Referrals to Client Needs:
- When discussing Chubb with a client, connect the referral to a specific event or need. This creates a purposeful discussion. For example, if there is an increased leading risk, mention it as a reason for the referral.
Duty of Care:
- Emphasise that you are acting in the client’s best interest by encouraging them to speak with an Adviser or consultant to protect themselves and their families.
Understanding the Contact Process:
- Ensure clients are aware of how we will reach out to them. Set clear expectations regarding callback times and the overall process.
Leveraging the ANZ-Chubb Partnership:
- Use our trusted partnership to reinforce trust and influence client decisions.
It has been wonderful for the Virtual Advisers to attend these meetings, and we still have many lined up. Our next steps include presenting to the solutions teams to gain more visibility in these spaces and continue to look at ways to strengthen our partnership.