66. Client Experience for Dummies: How to Improve Relationships with Your Clients and Carriers

Agents Growth Academy

Oct 18 2022 • 34 mins

Don't let the name fool you – “Client Experience for Dummies” is not a condescending guide; it's an introduction to a new way of thinking about how to serve clients, brought to you by today’s guest, Andy Mathisen of GloveBox. In a world where independent insurance agents are competing with direct-to-consumer carriers, it's more important than ever to find ways to stand out and provide value. Today on Agent’s Growth Academy, hear how GloveBox does this by providing a platform that connects agents directly to carriers, allowing for a more seamless and accurate experience for clients (including a direct way to pay bills).

3 Key Takeaways

  • It’s more important than ever to improve communication and relationships between independent agents and their clients. Companies like GloveBox are making that a possibility.
  • Directly connect with carriers to get live data and documents and pay bills through the platform.
  • Use GloveBox to set up accounts for prospects, even if they're not currently clients, and track which carriers they use.




Email: andy@gloveboxapp.com

Relentless by Tim Grover

Website: www.gloveboxapp.com

About Andy Mathisen

Andy grew a $100 million dollar agency alongside his brother and Dad from 2011-2019. He started GloveBox in 2019 and is the co-host of the Cease & Desist podcast.