Insurance Archives - CardTapp

Category: Insurance

customer service tips

2 Ways to Excel in Customer Support and Service: A Case Study of CardTapp Members

There’s arguably nothing more essential to the longevity of a business than their ability to execute when it comes to customer service and support. Last year, we made a lot of changes to the way our Customer Success team operates and were pleasantly surprised at just how positively our members reacted to those changes. Here’s…

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referral partners means more business

2 Ways Insurance Agents Can Leverage Referral Partnerships for More Money in the Bank

As an insurance agent, you are one connected individual, garnering partnerships in your area to direct clients to in stressful times. Likewise, those partnerships also refer you to their clientele. This is why co-branding your app is so crucial. By doing so, you maximize your reach to potential customers. The Magic of Tracking, Shared Insights,…

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Insurance Agent Triples Auto Policies in 1 Quarter with CardTapp App

Andy Rice, Farm Bureau Agent Andy had worked as an agent with Farm Bureau for a year and a half when he heard of a useful tool spreading through the insurance world called CardTapp. Andy soon signed up and has seen amazing results after just six months! He recently shared how CardTapp made a massive…

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Insurance Agent Finds “Holy Grail” of Mobile Marketing Solutions

Brian Hettinger, Insurance Agent: Farm Bureau Brian has been an insurance agent for many years and a successful CardTapp member for 9 months and counting. Recently he sat down to share with us his success story with our mobile marketing solution. Brian’s story starts with what he described as “every sales person’s worst nightmare.” Brian…

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what is DX vs CX

2 Ways to Tap into DX to Capture, Close, and Retain More Clients

Most insurance professionals are familiar with CX (customer experience) because it’s an integral part of their business, but more and more CX is moving toward DX (digital experience). Customer experience is all customers interactions, each touchpoint they experience with your organization. While DX refers to all interactions customers have on a digital platform. This includes…

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