Customer Care Report Card

Your agency’s success hinges on happy, loyal clients. But do you know if your staff members are delivering the care your clients deserve? Your clients deserve exceptional service, and the Customer Care Report Card is here to ensure just that. This comprehensive audit dives deep into each team member’s performance, providing you with a clear picture of how client needs are being met. From uncovering areas for improvement to celebrating top-notch service, the insights gained will help you take actionable steps to elevate your agency’s customer care. Whether it’s fine-tuning processes, providing tailored training, or recognizing standout employees, the Customer Care Report Card is your tool for building a stronger, more successful team.

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Empower Your Team with the Customer Care Report Card

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Uncover What’s Really Happening

Get a clear, no-nonsense view of how client needs are being handled by each employee.

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Turn Our Expert Insights into Action

Whether it’s training, tools, or tweaks, we’ll help you bridge gaps and set your team up for success.
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Recognize and Reward Exceptional Performance

See who’s going above and beyond and give them the recognition they’ve earned.
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Don’t leave your agency’s success to chance. The Customer Care Report Card offers insights that drive real improvements, recognize top performers, and help you build a stronger, more efficient team. Schedule a consultation today to get started!

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Frequently Asked Questions

Who is the ideal candidate for a Customer Care Report Card?

The Customer Care Report Card is perfect for agencies experiencing high employee turnover, particularly with the same book of business. It’s also ideal for agencies with concerns about staff not properly documenting, fulfilling their duties, or following procedures. Additionally, it’s a great tool for evaluating new hires during their probation period or as part of regular performance reviews.

Agencies should consider the Customer Care Report Card when they are concerned about underperformance or employees not following agency procedures. It is also useful for evaluating the performance of new hires during their probation period or ensuring security and compliance for staff working virtually.

The process begins with a discussion to understand the agency’s specific needs. We then review staff performance using tools like expiration reports and client lists. Finally, we provide a detailed Report Card, which includes actionable recommendations for improvement.

Findings are presented in a structured, easy-to-navigate Report Card, currently under development. This comprehensive document will highlight individual and team performance and include actionable recommendations for improvement.

Yes, we recommend scheduling follow-up audits at key milestones, such as 6 months or 1 year after the initial review, to ensure continued progress and success.

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Angela Painter

Consultant

Angela is a popular speaker at NetVU conferences whether it be a local Chapter meeting, virtual webex session or National Conference. This is due to her experience with the Insurance Industry and passion for Insurance Agency Professionals. Angela has been in the Insurance Industry since 1980. She has held various positions with Carriers including System Interaction Specialist, Personal Lines Underwriter, Commercial Lines Underwriter. In 1992 Angela became a Licensed Property & Casualty agent for a large Brokerage firm in the Washington area specializing in Financial Products before joining Vertafore in 1996. While at Vertafore Angela Painter worked primarily in Development as a Senior Business Analyst and Product Manager on AfW and the AMS360 product since its inception. As the AMS360 Product Manager Angela worked closely with Agencies, Sales, Support, Implementation, Training and Development Teams to analyze, research, prioritize, design, and implement features within the AMS360 system.

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