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Use “cloud storage” for client information sharing

Become the “go-to company” for an insurance adjuster or a commercial facility manager and they’ll stay with you forever. Build on this “team loyalty” by easily sharing job information/communication “in the cloud”.

Set up a password-protected “shared folder” for each adjuster/ property manager you work with “in the cloud”. Then within your shared folder put a separate file for each account or loss.

Now both of you can receive a “pop-up” notification when the other shares photos, job progress reports and observations about each job. This automatic reminder creates an easy and non-intrusive Moment of Truth by reminding your client you are “on the job”. Plus you will be “setting your company apart” from your competition!

Manager’s TIP:  If your company has account reps for restoration or commercial clients make sure you personally have “permission-based access” to all files. So now you as the boss can easily and quickly check for “issues” with any account and gently hold your employee’s “feet to the fire”. (OR hopefully commend your staff for doing a great job!)

NOTE: Your SFS team uses Dropbox to share our course development information. But there are a multitude of cloud storage services available that are simple to set up, work well, secure and are very economical or even FREE!

Marketing TIP: IF you decide to offer this service what a great excuse to drop by your adjuster or commercial contact to give them a mini-orientation on your lap top of how the service will help them! (After all, isn’t that what it is all about? Finding new ways to make your client’s life easier?)

Warning: When you drop an update into an adjuster’s folder double-check that you are accessing the right person. (Don’t ask me how I learned this one!) You don’t want to inadvertently “share anything” with the wrong individual!


PS: Next week I’ll build on this “cloud storage” concept by making your End Client (the Insured or the building’s tenants) part of your “in the cloud” team.

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