Agent Benefits:
Ease of Information Sharing: The Kai-Zen Card, with its embedded NFC chip and QR code, offers a straightforward way for sales advisors to share the myilia.com servicing platform with clients. By simplifying access to complex information, it enhances the client consultation experience.
Efficient Client Engagement & Retargeting: Get back in front of old clients! With instant access to policy details and resources, sales advisors can engage clients more effectively during meetings. The ability to instantly demonstrate how the Kai-Zen program works can lead to more productive discussions and quicker decision-making.
Up-to-date Information: The card’s QR code links to resources that NIW keeps current, ensuring that advisors always have the latest information at their fingertips. This feature eliminates the need to check for updates constantly, saves time, and reduces the risk of providing outdated information.
Demonstrate Your Commitment: Utilizing innovative tools like the Kai-Zen Card reflects positively on the agent’s professional image. It demonstrates a commitment to using advanced technology to improve customer experience. The Kai-Zen Card inherently carries a sense of exclusivity and sophistication, which often translates into enhanced credibility and an improved token of appreciation. Its physical appeal and innovative features capture attention, setting it apart from standard marketing tools. 5. Referral Program Integration: The card includes additional marketing material, such as access to the “Great Wealth Transfer” product video and client proposal. Keep Kai-Zen at the forefront of the client’s mind even after their policy purchase.
How to utilize your Kai-Zen Card:
Tap your Kai-Zen card to the back of your mobile device.
Follow the instructions to access your policy information via myilia.com.
The Kai-Zen Card has a QR code on the back, leading to a range of resources consistently updated by NIW for your convenience.