DAVATEL · IDEAS FOR YOUR BUSINESS
New services for your insurance agency's customers
An agency's customers may ask for help with other home or business services. DAVATEL lets you explore an additional telecommunications and energy activity, with a separate sales service.
Start with a need the customer raises
Moving home, opening premises or a change in household circumstances may raise questions about internet and mobile lines. If the customer wants to review them, you can offer a separate consultation alongside their insurance arrangements.
Before adding this activity, consider how it fits your agency's organisation and professional commitments. Decide who will handle proposals and what support they will need to follow each transaction.
Present each service in its own right
Explain which proposal concerns telecommunications or energy and which concerns insurance. Do not suggest that taking out a service changes a policy's cover unless that relationship forms part of its terms.
The customer must understand the decision they are making in each case, who provides the service and how the request will be handled. This supports a clear sales conversation and avoids mixing up cases.
Example: a family moving home
The family wants to review fibre and three lines. Ask how each mobile is used, which numbers they want to keep, and about landline and television needs. Check the options for the new address before presenting the package.
In DAVATEL you can prepare the proposal and explain the full price and its billing periods. If the customer decides to proceed, follow the documentation requirements in the order form.
Handle the new request as a separate case
Do not assume that having documents for an insurance policy meets the requirements for another contract. Explain what information will be used for the requested service and check the account holder and required details.
Record a sales reference and a next step. Whoever handles a customer enquiry must be able to distinguish between following up their insurance and their telecommunications service.
Measure the results of this activity
Review proposals, valid transactions and commissions received. Count the time spent explaining and processing them. Assess the partnership against actual activity and the agreement's terms, not a guaranteed amount per agency customer.
Questions from agencies
Can energy also be reviewed?
The DAVATEL process starts with the complete bill and an assessment of potential savings. Review the report with the customer before proceeding with a contract.
Where can I consult the partnership terms?
In professional registration and its agreement. You can resolve questions about your activity before requesting access.
Prepare your activity with DAVATEL
Review the partnership terms and request professional access for your business.