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Customer Service and Client Service … What’s the Difference?
What is Service? ,[object Object]
What is a Customer? ,[object Object],[object Object]
What is a Client? ,[object Object],[object Object]
So what is the difference between  Client Service and Customer Service? ,[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object]
So what is the difference? ,[object Object],[object Object],[object Object]
Let’s take client relationships a step further ,[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object]
When seeking employee benefit solutions ,[object Object]
The Benefits Trust  (the commercial) ,[object Object],[object Object]
The Benefits Trust System TM Monthly Account Balances ($) YTD Account Balances ($) Insurance Premiums Life, AD&D, LTD, Stop Loss, Critical Illness, Out of Country Claim Transactions   Health, Dental, STD Plan   Operation Costs Administration, Producer Compensation, Taxes Monthly Contribution $ $ $
What do we do at The Benefits Trust ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Examples of our Client Service ,[object Object],[object Object],[object Object],[object Object],[object Object]
Client Service and Your Business ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
When a client gets frustrated… ,[object Object],[object Object]
[object Object],[object Object]
Great Client Service ,[object Object],[object Object],[object Object]
[object Object],[object Object]

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Client service vs. customer service may 2011

  • 1. Customer Service and Client Service … What’s the Difference?
  • 2.
  • 3.
  • 4.
  • 5.
  • 6.
  • 7.
  • 8.
  • 9.
  • 10.
  • 11.
  • 12. The Benefits Trust System TM Monthly Account Balances ($) YTD Account Balances ($) Insurance Premiums Life, AD&D, LTD, Stop Loss, Critical Illness, Out of Country Claim Transactions Health, Dental, STD Plan Operation Costs Administration, Producer Compensation, Taxes Monthly Contribution $ $ $
  • 13.
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  • 16.
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  • 18.
  • 19.

Hinweis der Redaktion

  1. Each client’s funds are accounted for separately Annual audit – Burns Hubley LLP Financial institution – TD Canada Trust Claimsecure Direct Drug Card and EDI Dental Card Senior Medical Consultant and Senior Dental Consultant on staff Monthly statements provided to brokers / clients