Conservation by Claremont™

You strive to develop long-term relationships with your major distributors: brokerages, financial institutions, and general agents. Over time, however, a broker switches allegiances, a bank is merged out of existence, and a general agent retires.

It's nice to know someone cares.

Claremont's highly skilled representatives take time to provide detailed information and ask the right questions when exploring each customer's options. Rather than stress and uncertainty, policyholders are empowered to make the right choice with confidence.

Claremont maintains a source of contact between insurance company and policyholder without the large fixed expense of a customer service team. Our dedicated staff combines years of experience with a clear understanding of each customer's stage of life.

This caring, knowledgeable approach to counseling results in customers knowing they have received sincere, expert advice and real value from your company.

The leader in conservation programs that work

Claremont's proprietary approach to conservation focuses on the three factors that are most important to you:

  • Customer Retention
  • Customer Confidentiality
  • Customer Satisfaction

Our dedication to these success factors results in your company getting re-acquainted with a high percentage of customers and establishing positive new relationships.

Conservation programs tailored to your needs

Our clients' conservation needs are never exactly alike. The Claremont approach starts with careful analysis, definition of your objectives, and development of a tailored plan to achieve your objectives. This involves:

  • Selecting and training the Claremont representatives working on your portfolio,
  • Establishing criteria for sales practices, compliance, and other factors,
  • Content of telephone scripts,
  • File security, and much more.

    "I especially liked the fact that Claremont has been successfully doing this for a long time, and they adapted their procedures to meet our special needs."

    Paul LeFevre, FSA,
    Chief Operating Officer
    Keyport Life Insurance Company


Creating a unique conservation approach gives you a program designed to meet the needs of you and your customers--one that produces results.

Using technology to reach people

Claremont group invests in proprietary cutting-edge technology to help us reach your customers. Our uniquely designed, secure online tracking system built around our local Intranet, gives us instant access to clients with all necessary information in real time.

Relationships that build business

Getting re-acquainted with customers is not just a matter of prolonging their business with you. Our team knows the nuances of what customers are facing and can identify particular needs for their individual life-stages. Customers who would otherwise feel stress and uncertainty will now be comforted that their investment is important to your company.

In building your relationship with these customers, a bond develops which opens the door to adding other products and services to the relationship. Our experience has revealed that customers who remain in their old contracts are less vulnerable to approach by other agents because they now have a contact person to provide them service.

Claremont's professional approach to counseling results in your customers knowing they have received sincere, expert advice and real value from your company.

It’s time to consider teaming up with Claremont Group to create a conservation program. Click here to contact us for more information on how we can help meet your specific needs.

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