Build your business one conversation at a time

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The economy is the second thing you should worry about

Uncertainty and risk  is on everyone’s mind. However, the economy should be the second thing you worry about. The FIRST should be the ability of your reps to successfully articulate the value of your products in their sales and support conversations. With iDealResponse, your Financial Advisors and support personnel have the ability to tailor their conversations to consistently increase closure rates.
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Compliance: leverage the team

Increased regulations means a need for sales and support agents to be consistently compliant in their customer conversations. iDealResponse engages the team to give feedback on targeted customer situations. This increases your ability to catch non-compliant conversations and decreases risk.
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Memorable service - in a good way

In today’s hyper-competitive financial services market, creating and maintaining strong customer relations is mission critical. Customer relations are only as strong as your last conversation. iDealResponse builds your agent’s verbal skills so that customers are consistently left with a good impression and stay loyal to your brand.
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The agility to compete

It’s pretty rare that a customer meeting goes exactly the way you planned. You need to be ready for any conversation: changes in customer needs, shifting market trends, and competitive threats. And don’t forget that customers often know as much about your solutions as you do. iDealResponse develops your knowledge base and verbal arsenal by giving you access to your team’s best responses. You stay quick on your feet and ready for any conversation.
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Taming complexity

Gone are the days of selling just a point product. High tech sales is about solution selling and solving complex business needs. This means you have to be an expert in many areas and know how all the pieces fit together. iDealResponse provides a systematic way for you to master the complexity. Through peer-to-peer learning, you build proficiency in how to discuss the component parts of your solution.
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The need for speed

Things move quickly in today’s world, especially in high tech. Everything needs do be done yesterday: access to information, learning new solutions, and onboarding. IR is a cloud-based, mobile performance platform that provides real-time peer practice and learning. Reps get access to team-generated best practices: sales pitches, questions/answers, and ideas to drive sales.
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Strengthen your foundation

At the heart of the insurance business are strong customer relationships and the ability of agents to articulate future value. The foundation of any relationship is a conversation, and iDealResponse systematically improves the verbal skills of your customer-facing employees so they have more meaningful and productive conversations. Through a weekly team simulation and feedback cycle, IR consistently improves an agent’s ability to articulate value and resolve concerns.
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Conversations for a brave new world

The insurance industry is undergoing massive changes with new products, new business models, and new technology. There is an onslaught of information that your employees need to master. What’s more, your customers are more informed than ever. iDealResponse is a peer learning platform that helps teams master the knowledge and develop the most compelling ways to sell.
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Streamline onboarding

New products and a new sales environment make it critical to quickly onboard agents and support personnel. iDealResponse engrains knowledge and verbal best practices so your employees hit performance goals faster. With a database of the best team-generated sales pitches and responses to customers concerns at their fingertips, reps more quickly build the expertise necessary build customer loyalty and drive sales.

 

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Compliance just got easier

The new regulatory environment requires that your agents are more informed than ever… and more accurate. Although there are training programs targeting regulation, there is no way easy, systematic way to monitor and ensure that your customer-facing employees are in compliance. iDealResponse relies on peer feedback to correct non-compliant conversations. The result is decreased risk and consistently accurate customer conversations.
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