A company that “remembers”
Wednesday, April 11th, 2007I have just bought a new motorbike and went to my insurance broker to get a new quote for insurance.
Easy peasy. They found a good price and ‘tied’ it into my existing bike, which I am not selling, to give me a good price for two bikes.
So far so good.
Then I get the insurance certificates in the post.
A day later I get a letter asking me to provide
1. Proof of No Claims Bonus
2. Photocopy of my driving license
3. Photocopy of Compulsory Basic Training Certificate
DARN. Basic error. Very basic.
A company with whom I have dealt for 5 years and who has had this information from me before appears to have no means of accessing it.
What does it look like? They are treating me like a new customer who they’ve never dealt with before not an existing customer who has just bought a second product from them (and this should be a sign of increasing profitability from my account and rising lifetime value).
I wrote them this little email to the sales@ address.
You write asking for proof of no claims, copy of my driving license and my CBT certificate
You have been my insurance broker since I got my bike. You have arranged every year’s cover for me; you have had all this information from our previous dealings.
Please look in your files and if you don’t have them, I will come and visit you as a consultant (this is what I do for a living) and advise you on how to re-order your processes in order for customers to be better served. An organisation should ‘remember’ when it has had this sort of information from a customer before and should be able to call up copy data in circumstances like this one thus saving the customer time and money. And also, incidentally, creating a process that ties the customer into your services and making it harder to switch to another provider because your service is better and takes less of the customer’s time than a competitor who has to acquire these documents afresh.
Tell me you have this information.
If you don’t. I will provide them. And I would like to meet your Sales Director.
We will see what transpires.
NOTE TO SELF
Advise all clients to check internal procedures for dealing with lapsed clients and how information is stored in accounts, marketing, database, customer services.
Could this happen to us?

