3. Tracking More Personal Details
In the brokerage industry, relationships with carriers aren’t always exclusive. When reps at a brokerage talk to the same carrier reps day after day and week after week, more personal bonds begin to form. Both parties begin to share details about their life outside of work.
With Parade, brokers can help keep track of important milestones and personal details about dispatchers and carriers in the notes section of each carrier’s profile. This allows reps across the brokerage to touch on those important details, even if they’re not usually the one that deals with the carrier’s representative. For example, when a carrier sales rep pulls up the carrier profile they can see any important dates, such as birthdays or anniversaries, and can follow up with a call to wish the carrier happy birthday.
These little details help brokers build stronger relationships with their carriers by showing they care on a more personal level.
To learn more about how Parade can help your brokerage create personalized experiences for each and every one of your carriers, reach out to our team to get a demo.