My father died a few months ago and left us with a maze of assets to sort out. We found two life insurance policies with Prudential so filed the proper paperwork. Within a few days of receipt, Andrea, an amazing helpful claims representative, called all the beneficiaries to say she’d found another policy and would use the same documentation to pay it out, if she could just have our verbal agreement!
I worked in the insurance industry decades ago and knew the kind of documentation that was usually required, often making people go through what seemed like unnecessary hoops. But Andrea and Prundential didn’t make us file an additional documents — which would have been tedious and time consuming since we are spread throughout the country.
Andrea understood that her job was to make our life easier, especially after a death.
Kudos to Andrea and Prudential for getting it right.
Download your copy of Rebecca’s two newest books, Remarkable Customer Service…And Disservice and Grow Your Key Talent. Order info in the left-hand column.