Jim Stout for SALT Customer Testimonials

Speaker: Jim Stout, Principal Agent, Eagle National Insurance Group

Jim Stout: So before salt, uh whenever somebody would call in for quotes, we would um have a hard time getting all the information that we needed to accurately uh provide a quote. And so it was multiple phone calls back to uh the customer or the prospect and getting additional details and getting additional information so that we could uh execute uh a proposal to the clients.

Jim Stout: So as mentioned before, Salt, uh actually enabled us to keep from having to contact a customer multiple times. It makes us look more professional uh as an agency and as an agent in that uh we're able to send over the customer, the the link and they're able to put in all the details we need. So it's one time, right? It's not multiple phone calls going. Oh, wait, yeah, I forgot to get your VIN number. Oh yeah, I'm sorry, I forgot to ask you for your license number. This form enables us to go out and

Jim Stout: I mean, the impact is huge, right? It's, it's, it makes us look more professional as an agency. Um Whenever you call, you know, one of the captive companies here in town, you know, they're, they're jotting down information on a, on a napkin or on a piece of paper and then they're, uh, you know, having to call customers back, you know, when you call our office or our agency here, any one of our producers here in the office or staff, then what you're, what you get is, you know, hey, thanks so much for calling us. We actually have a link that we uh share with our prospects, uh which will allow us to collect all of your information. Uh At one time it dumps that information into all of our systems because we've got to bridge it into easy links. We've got to bridge it into um the CRM system. It's starting the automation process with the prospect. It's, it's touching the customer even though we might not be able to get to that quote until tomorrow.