How often does Sola conduct check-ins after an onboarding call?

Prepare for the Sola Insurance Test with comprehensive flashcards and multiple choice questions. Each question is equipped with hints and detailed explanations to ensure your success on the exam. Get started today!

The chosen answer indicates that Sola has a structured approach to check-ins following an onboarding call. This method highlights the importance of progressive engagement with clients to ensure that their needs are being met and any concerns are addressed in a timely manner.

Beginning with a check-in two weeks after the onboarding call allows for immediate feedback and the opportunity to address any initial issues that may have arisen during the early stages of the client relationship. Following this, a one-month check-in helps to solidify the relationship and assess any ongoing concerns the client may have. Subsequent quarterly check-ins allow Sola to maintain regular contact and adapt its services to meet the evolving needs of the client. Finally, annual check-ins serve to review the client’s overall satisfaction and the effectiveness of services rendered throughout the year.

This systematic approach not only reinforces the commitment Sola has to customer service but also builds lasting relationships through consistent communication and support.

Subscribe

Get the latest from Examzify

You can unsubscribe at any time. Read our privacy policy