Drop in for this month's Ask Me Anything: EZLynx, featuring an office hours-style open meeting to ask our power users the questions YOU need answers to! Can't stay for the full hour? Feel free to jump in for a few minutes anytime during the session to connect with our speakers and your peers. Here to answer questions for June, George Robertson and Jake Ferrara are eager to help you find solutions on the following topics:
In today’s competitive landscape, standard customer service is no longer enough to retain clients—you need to deliver a "WOW" factor. This dynamic three-part webinar series is designed to transform your team's approach to client interactions, shifting their mindset from routine transaction-handlers to relationship-builders.
Participants will master the foundational philosophies of elite service, learn a step-by-step framework for executing the perfect service call, and gain practical, real-world strategies for navigating high-stress situations like price objections and upset clients. Register today to turn your everyday customer touchpoints into memorable, loyalty-driving experiences.
Part1: Customer Service Philosophies
Discover the core mindsets that separate average service from unforgettable experiences. This session establishes the cultural foundation your team needs to approach every
Part 2: The Perfect Service Call
Consistency is key to a great reputation. We will break down the structural anatomy of an ideal client interaction, providing a clear, step-by-step framework from the initial greeting to the final sign-off to ensure every client feels valued and heard.
Part 3: Handling Price, Upset Clients & Stress
When tension rises, excellent service matters most. Learn actionable techniques to confidently defuse emotional situations, gracefully pivot past price objections, and manage personal stress so your team can remain calm, cool, and collected under pressure.
Today’s insurance organizations face a pivotal challenge: how to build an operating model that brings together the right people, the right technology, including AI agents, and the right partners to drive efficiency, growth, and exceptional client service. With an expanding universe of options, making the right choices—and making them work together—has never been more critical or more difficult.
In this webinar, Patra’s Will Dogan, SVP, Product Management, and Ben Dailey, VP, Customer Experience, will share how Patra partners with insurance agencies, MGAs, wholesalers, and carriers to select, orchestrate, and run the ideal combination of people, agentic AI solutions, and core technology platforms—designed to complement and maximize the value of existing investments, including Applied Systems.