Keep In Touch!

Reminder Tap enables your agents to maintain happy clients by providing soft touches, or Taps, on a regular basis. This will help keep client details updated to prevent future problems.

Just a few things Reminder Tap can do for you

Stay Engaged

Reminder Tap makes regular contact with your clients an allows you to stay informed of the changes in their business. It helps provide the customer service your clients deserve.

Grow Business

Client’s insurance needs are always changing. Adding payroll, employees, or automobiles. Reminder Tap does a great job consistently contacting clients to get updates and gather any changes they may require.

Client Audits

Nobody likes audits! They are a large reason for clients leaving their current agent. Reminder Tap helps track changes and growth over their policy period. No more surprises. No more frustrated clients.

How Reminder Tap Benefits You

  • Insureds that feel connected with you stay with you longer. Reminder Tap is a great solution for staying connected.
  • Premiums increase as policies grow throughout the policy period.
  • New lines of business just from Reminder Tap asking.
  • Greatly reduce client’s frustration with audits by adjusting the policy details throughout the policy period.
  • Reminder Tap saves you time and money by doing the job for you, reducing salary and headcount needs.

If you’re in the insurance business, you are actually in the relationship business.  If your client relationships are unhealthy, you’re hurting your business.  Reminder Tap is easy to use and will make a huge improvement in your client relationships.

If you answer “Yes!” to any of these questions…

  • Have you ever had an insured that forgot to add a car to their commercial policy?
  • Have you ever had an insured that forgot to contact you about increasing the payroll in their workers compensation policy?
  • Have you ever had an insured get audited and wasn’t prepared?
  • Have you ever lost a client because they felt like you dropped the ball?
  • Have you ever had an E&O claim?  
  • Would better communication between you and your insureds have helped with any of these problems?

… You Need Reminder Tap!

“With Reminder Tap, I haven’t lost a client since we started!”

JANE CRANICH

Reminder Tap helped my clients avoid costly year-end audit penalties!”

JOHN FILMORE

“It just works! I don’t have to babysit something else. Amazing!”

MARIA LOVE

Don’t Lose Another Client!

For pennies a day, Reminder Tap enables continuous contact to ensure their coverage and business is up to date and avoid costly audits.