Q & A

Insurance Companies

• From your experience, what types of products and features have worked well for conservation programs?
• Do you work with any other companies, such as phone banks, in a conservation campaign?
• How does Claremont Group handle client servicing?
• How does Claremont Group charge fees and expenses?
• How does Claremont handle client privacy?
• Do you cross market other company's products during a campaign?
• What licenses do your agents hold, and where is Claremont Group licensed?

From your experience, what types of products and features have worked well for conservation programs?

Each campaign is unique, based on the priorities established by the client company. We work hard to understand and fulfill the needs and goals of our client for the campaign. The client decides upon the products we are to offer in advance. In some campaigns, our mission is to stem the outflow of money. In others the job has been to offer additional services of the client. Our overall objective in each campaign is to improve the quality of the relationship between our client company and its customers.

Do you work with any other companies, such as phone banks, in a conservation campaign?

We prefer not to. We have found that we can better control the quality of our results if we rely on staff and contractors who work solely for us on campaigns. Outcomes are more predictable, and the project stays focused on the mission. Claremont works well with other vendors if the client has decided to utilize multiple teams on a project.

How does Claremont Group handle client servicing?

Because our objective is to promote the relationship between the insurer and its customers, we prefer to work in concert with our client's policyholder service department. Claremont Group staff handles typical agent services (i.e., supplying policy change forms, etc.) then defers to the company to take on its normal duties.

How does Claremont Group charge fees and expenses?

The primary means of payment are commissions and overrides based on the successful execution of the conservation process. Claremont Group has also performed fee-based consulting services. Unless otherwise outlined in the contract, all expenses for a campaign, including postage, salaries, and production costs, are covered by Claremont Group.

How does Claremont handle client privacy?

All client information is kept in strictest confidence. Each member of our staff is required to sign a tough non-disclosure agreement and is bound to maintain confidentiality and propriety in dealing with customer files.

Do you cross market other company's products during a campaign?

Absolutely not! The customer is not our opportunity to sell another company's products. We adopt the mindset that we are a part of our client's sales and service team. Any investment or service options discussed with a policyholder will be provided by our client. At the outset of every conservation campaign, a marketing agreement spells out very specific guidelines for how customer information is handled, as well as specifics of how we will offer the services and products of the client. This binding agreement even details how our representatives will refer to themselves when speaking with customers, and how we will answer the phone.

What licenses do your agents hold, and where is Claremont Group licensed?

Our agents hold Life, Variable, and Securities licenses, and Claremont Group can do business in 48 U.S. states. Call our office for a specific listing (800) 929-1834.