In this episode of Awkward Insurance host, Dustyne Bryant, CIC, CISR, MBA, speaks with 2020 Outstanding CSR of the Year, Judi Vaughn, CIC, CISR about the misinformation that insurance professionals battle daily. Account managers and agents often receive emotionally charged calls or urgent messages from clients about something they read on social media, heard on the news, or talked with their neighbor about. Misinformation is as contagious as a cold. What should be done when misinformed clients rely on us for a cure for what ails them?
Trust is hard to come by in the insurance industry. Maintaining client trust is an uphill battle made especially difficulty by the millions of unchecked online sources available for “researching” their insurance symptoms. How do we keep clients from getting sucked into diagnosing their insurance aliments? Tune in to learn how you can help them overcome their fears and reinforce their trust in you.
About Our Guest: Judi Vaughn, CIC, CISR
Judi Vaughn, CIC, CISR is an account manager at Kysar Millennium Leavitt Insurance Agency, Inc. in New Mexico. She brings 28 years of experience and knowledge, in both Personal Lines and Commercial Lines, with her everywhere so goes. Judi earned her CISR designation in 2002 and earned the CIC designation in 2020. After previously winning the Outstanding CSR of the Year Award for the state of New Mexico, she won the National title in 2020; making her the currently reigning National Outstanding CSR. Judi is a proud MiMi of three grandkids and anyone who meets her knows she LOVES her career and her clients.