Tag Archives: customer service

I recently posted a poll asking which kind of transmission is easier to operate when learning to drive. Even though a couple folks picked manuals, which I am still shocked by, the results looked pretty much the way I thought they would.

I learned to drive on an automatic transmission but did learn to drive a manual thanks to my college roommate teaching me. Pop the clutch, shift gears, monitor rpm’s, all while trying not to roll backwards down a hill after being stopped at a red light was annoying.

My automatic did all that shifting, popping, monitoring for me. All I had to do was just focus on the road. Press the gas pedal to go and hit the brake to stop. That was it. The learning curve wasn’t even close to the same and I learned I was cool sticking with an automatic.

Going through training as a contact center agent reminds me so much of learning to drive a manual transmission. Instead of pop the clutch, shift gears, monitor the rpm’s it’s look up data, switch systems, rekey data, navigate to the correct module, etc.

We recently started working with a contact center that has 17 different systems that their agents might need to interact with on any given call. Think about that. Remembering where to go and what to do on any given call is flat out complicated.

With all the new systems and tools that have been introduced to contact centers since the 1990’s, why hasn’t the agent journey been given the same attention that the digital customer journey has?

I get it, self service is great. But can anyone else relate to me when I say that I am guilty of not being able to figure something out and then smashing 0 for the operator when I really need some help. It’s the reason why there are still over 6 million contact center agents worldwide. People need help with complicated stuff. And let’s remember, when the consumer gets to the point that they need to call in they’re not always in the best mood. It’s not hard to understand why agents quit when their days consist of being spoken to rudely while having to remember all the manual call mechanics to solve a customer’s issue.

No matter how many screens, or sticky notes, or flow charts, or days of training, or Slack and Teams channels, or conversational AI tools an agent has, they’re still having to do all that manual shifting themselves. It doesn’t have to be that way.

The future of contact centers doesn’t look like 2 month long training classes so agents can remember what to do and when. An average agent turnover rate of between 30 and 45% yearly doesn’t have to be the status quo. Agents don’t have to wake up with anxiety every day because of all they have to remember while trying to help a customer.

The future of the contact center is one that will be much easier to navigate not by changing your core systems but by upgrading from a manual transmission to an automatic to eliminate those manual call mechanics that cause hold times and mistakes.

Tips to Avoid CMS Noncompliance for Call Centers Selling Medicare Advantage Plans (MAPD)

This is a guest post by Scott Klonowski.

From the point of first contact all the way through the enrollment process, it’s critical to stay compliant with guidelines from the Centers for Medicare and Medicaid Services (CMS) and avoid noncompliance.

Noncompliance costs everyone money. Here are a few important ways to prevent and correct noncompliance: 

Make Sure You Have Permission to Contact & Monitor Calls

According to CMS guidelines, agents cannot make unsolicited phone calls. Additionally, many parts of the U.S. require consent for calls to be recorded. It’s important to be up to speed on state and federal regulations and ensure your agents are using the right language to obtain consent—in both incoming and outgoing calls. 

Follow CMS Marketing & Language Guidance

CMS has clear guidance on their website about presenting information to potential enrollees. Avoid any potential to mislead contacts and refrain from using absolutes or superlatives to describe Medicare plans and benefits. CMS also advises that the term “free” should be avoided when speaking about reduced costs or $0 premiums. 

Keep Health Information Safe

The Healthcare Insurance Portability and Accountability Act (HIPAA) exists to ensure security and privacy of patient health information, including Social Security numbers, IP addresses, images of their faces, account numbers, and more. It’s important to make sure you all of your agents regularly receive proper training on HIPAA, and that your internal guidance restricts the ability to share personal health information with others.

Conduct Regular Reviews & Training

Training agents once and expecting them to remember every detail isn’t sustainable. Through regular compliance training and access to updated knowledge about policies and procedures, you can ensure that your staff is knowledgeable about policy, and also knows where to look for relevant information if they have questions.

It’s also important to monitor and audit adherence to the standards and programs in place. This helps inform your training, internal protocols, and other guidelines.

Streamline Your Processes

Often, reps get bogged down working with static scripts and navigating between screens or tools that aren’t talking to each other. But there’s a way to reduce stress, increase productivity, improve customer experience, and drive sales—all while ensuring compliance.

Cue offers a simple, integrated solution that streamlines workflows and tracks adherence to compliance requirements for insurance companies with phone-based sales and support reps. With dynamic and personalized scripts and real-time call and conversation analytics, both reps and their managers can operate with more support and peace of mind.

About the Author

Scott Klonowski began his journey in insurance as a captive agent in 1993. In 2002, he started Klonowski Agency where he focused primarily on selling and servicing group health plans to small businesses in Northeast Ohio.

After 10 years of growth, Scott recognized that a Human Resources Administrative platform that companies could use to manage their benefits, payroll, timekeeping, and paid time off all in one place was missing from the market. With just a concept and no prior experience in building software, Scott started My1HR in November 2011 with his friend and business partner Glenn Leppo. In 2013, they built connectivity to HealthCare.gov for individual quoting and enrollment, and soon after built a quoting enrollment platform for independent agents, INSXCloud. After helping thousands of independent brokers and agents, Scott sold The Klonowski Agency in 2015 and My1HR in 2018.

Scott now uses his experience working with companies of every size to help business owners find success. From new companies gearing up for rapid growth to mature ones looking to sell (and every stage in between), Scott mentors and provides professional support and guidance to business owners to help them set and achieve their goals.

Cue adds CRM widget, expands telephony integration, and more.

Cue, an Atlanta-based software company, announced earlier this week the release of the newest version of their software solution that will further enable phone-based sales and service reps to improve productivity and drive results both during and after calls. 

By acting as an on-screen teleprompter, Cue helps inside sales and service reps navigate through conversations the right way, every time. Cue automatically updates fields in a customer’s existing system, which allows reps to complete work in real time that is historically left for post call wrap up. Cue also simplifies reps’ tech stack so reps no longer have to toggle between tabs and applications.

New features include:

  • CRM Widget: Cue’s new lightweight widget embeds directly into CRMs, allowing reps to gain the benefits of Cue while staying within a system they already know.
  • Telephony Integration: Handles inbound calls from new contacts within Cue and automatically creates new contacts in your CRM or other external system.
  • One-Step Integration: It’s easier than ever to connect Cue with your CRM, telephony and more thanks to Cue’s new one-step integration, Cue integrates with 200+ systems.

According to CEO & Founder, Michael Wilson, “Instead of having to change the way phone-based customer support and sales reps are used to working, companies can now simply embed Cue’s teleprompter-esque conversation guide right into the systems they’re already using. Between this CRM widget and our enhanced one-step integration, we’re excited to empower our customers to get up and running with Cue even faster and in turn, impact their sales and customer service success.” 

If you have any questions, please reach out to Cue at sales@itscue.com.

Thanks,

The Cue Team

Increase Your Contact Center Agent Efficiency

Break the 80/20 Rule to Scripting


The Pareto Principle

As with many things in life, the Pareto Principle, named after Italian economist Vilfredo Pareto, applies to contact center efficiencies, too. And in a call center, it might mean that the 20% of calls that go off script require 80% of the time agents spend on the phone.

We also see it in the inverse relationship between call scripting and agent institutional knowledge.

You’re Not Alone

For most contact centers, efforts to manage this 80% usually go one of two ways. Leaders are faced with the problem of increased call volumes while trying to reduce call times. And many aim to streamline processes by making their scripts overly simple, leaving out crucial information that might be needed to complete a customer’s request or appropriately triage.

When this occurs, sales and service representatives have to improvise and use excuses such as, “Sorry, my system is running slow,” while they navigate their way to the tool that can help them help you. In even more frustrating scenarios agents can end up giving incorrect answers to specific questions or even immediately send the caller to 2nd tier support too early in the conversation.

Others make workflows so complex and rigid, that it can be a challenge for agents to grow comfortable and gain the knowledge required to be successful.

Simplifying scripting increases the training time required to establish institutional knowledge. But attempting to anticipate everything risks overwhelming new agents. Neither of these options serve the objective of increasing productivity, reducing handle times, and making training and coaching more efficient.

If this sounds relatable, you’re not alone. Businesses are constantly trying to solve this problem and get time back. Tools and trainings are offered constantly to help develop more robust documentation and agile scripts. But what if it’s easier than that?

Don’t Let Process Disrupt The Conversation

What would it look like for an organization like yours to rethink their agent desktop—to mitigate redundant conversations and duplicated efforts and reduce the volume of paper all over an agent’s cube? It shouldn’t feel impossible to make onboarding efficient or streamline your various systems and technology.

The 80/20 rule originated as a commentary on the distribution of wealth and became an essential business philosophy, informing the way we run our organizations and manage our teams. But it certainly isn’t the law. You don’t have to resign yourself or your team to long calls and inadequate scripts.

Think about what it means to break that rule. Perhaps you need to automate more of your process. Or maybe the key is in developing new ways to put knowledge at your agents’ fingertips. Whatever it is, implementing it successfully could optimize both scripting and training in the process.

What steps can you take to centralize your processes and ensure your agents are handling calls the right way, every time?


Cue® provides a simple agent desktop that streamlines workflow and enables phone-based agents to complete all functions of their job in one place, instead of having to navigate between multiple systems. With Cue®, agents can better assist customers, streamline training, reduce talk time, and eliminate after-call work—all with the confidence that they possess the right tools to engage every person they speak to. 

Strengthen Your Customer Success Team

For many businesses, customer-facing teams are essential to their success and customer retention. In fact, federal research estimates that customer contact centers will add the most customer service representatives between 2016 and 2026—projecting 36% growth.

And as your company grows, it may become clear that a new or bigger team is needed to focus on customer success. This team is on the frontlines helping your customers achieve their goals. Tasked with providing resources and support, a customer success team is the first indication of an organization’s reliability. Simply put, it’s their job to keep customers happy.

As you think about customer retention—and the essential functions of your customer success team—here are a few steps you can take to build a strong team:

Talk to Your Customers

This one might seem obvious, but the first thing your team can do is connect with the customers that have already given you feedback. Reach out to the ones that have reported success as well as the ones that have canceled or given negative input. Learn why they’ve given this feedback, positive or negative. Do you notice any trends? Take the feedback and strategize how to meet pain points and facilitate more positive experiences with your product or service.

Develop an Onboarding Process

You’re an expert in your product, and you’ve built it in a way that your customers will find easy to use. But even the most straightforward tools and services can benefit from a defined and effective onboarding process. Your customer success team can proactively engage and teach your customers the most effective way to use your products.This saves your customers time as they’re able to avoid common roadblocks. And it strengthens your relationship with them in the early stages of their customer journey.

Provide Self-Service Resources

Sometimes your customers don’t have the time or margin to get on a phone call. Creating a searchable FAQ or knowledge base can help provide these resources. Equip your success team with the answers to commonly asked questions for their customer interactions, but also create resources for common roadblocks, like how-to articles, webinars, or video guides.

Use Surveys

As your business grows, surveys are a sustainable and scalable mechanism for determining customer satisfaction and getting feedback. Many organizations use a Net Promoter Score® (NPS), but you can also add in surveys to other parts of the customer lifecycle. You might consider a survey after onboarding and or at the point of cancellation, for example. If and when cancellations happen, information is your most important asset. Understanding their needs and experience will help strengthen your customer success team and hopefully improve retention moving forward. Just keep in mind that customers can be deterred by too much communication, too—don’t overdo it!

As your customer success team grows and evolves, you may find your team collaborating with other departments, implementing new feedback tools, and coming up with new ways to measure your team’s success and metrics.

Get more visibility, build a stronger success team, and increase retention with Cue. Sign up for your free trial today!

Net Promoter, Net Promoter System, Net Promoter Score, NPS and the NPS-related emoticons are registered trademarks of Bain & Company, Inc., Fred Reichheld and Satmetrix Systems, Inc.