Conservation by Claremont

Asking the Right Questions

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Claremont Group Cares

The development of long-term relationships with your major distributors, such as: brokerages, financial institutions, and general agents can be tricky. Over time, brokers switch allegiances, or a bank is merged out of existence, and a general agent retires. This is when it’s nice to know someone cares.

When exploring each customer’s options, Claremont Group’s highly skilled representatives take time to provide detailed information and ask the right questions. Policyholders are empowered to make the right choice with confidence and bypass stress or uncertainty.

mutual-funds

Our Approach

Claremont Group’s proprietary approach to conservation focuses on the three factors that are most important to your success:

  • Customer Retention
  • Customer Confidentiality
  • Customer Satisfaction

Our dedication to these factors results in your company being connected to a high percentage of
re-acquainted customers and the establishment of positive new relationships.

Tailored to Your Needs

Conservation needs are never exactly alike. Claremont Group’s approach starts with careful analysis, definition of your objectives, and the development of a customized plan which involves:

  • The selection of the appropriate Claremont Group representatives to work on your portfolio,
  • Establishment of criteria for sales practices, compliance, and other factors,
  • Content development of telephone scripts,
  • File Security

Your uniquely customized conservation approach will provide you with a program that is designed to meet the needs of you and your clients and it will be one that produces incredible results.

Technology Reaches People

Claremont Group’s proprietary, secure online tracking system is built around our local Intranet. It provides instant access to clients with all necessary information in real time. We invest heavily in this component of our business and refine it to maintain efficiency.

Relationships Build Business

Our team knows the nuances of what customers are facing and can identify particular needs for their individual life stages. Customers who would otherwise feel stress and uncertainty will now be comforted that their investment is vitally important to your company.

When you build relationships with these customers, a bond develops which opens the door to adding other products and services. It is our experience that customers who remain in existing contracts are less likely to be approached by other agents. This is simply because you are providing a direct contact person to provide them service. Team up with Claremont Group to create a customized conservation program for your company. Click here to contact us for more information on how we can help meet your specific needs.