Farm Bureau Insurance’s "Refer A Friend, Get A Gift" customer rewards program was launched in January, 2010, as a way for us to say thank you

to our fans for referring friends and family to us. Since then, over 23,000 $25 gift cards have been mailed to people who recommended our UnMatched service.

 

Now, almost ten years after its introduction, the referral program is undergoing a significant change that will make referring someone even easier.

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WHAT’S CHANGING

Cody Bird, Inside Sales and Support Team Lead, and Samantha Chaffin, Business Development Lead, are working with Hitachi Solutions to incorporate the rewards program into CRM. “Agents will be able to enter the referral program form information directly into CRM and view reports,” Cody says. The advantages of this include:

• No more transmitting paper referrals to the Home Office.

• No more questioning if a referral made it to the Home Office for processing.

• Once the referral information is entered into CRM, it automatically generates a task for Cody (and others on the Sales team).

• Agents and their team can also access reports showing how many gift cards individuals have received. This will help agents make sure their customers don’t exceed the seven gift cards per calendar year limit.

• Customers should receive their gift cards more quickly.

 

WHAT’S STAYING THE SAME

You’ll still be able to contact the Agent Support Desk with any questions you or your clients might have about the rewards program. You can reach the Agent Support Desk at agentsupportdesk@idfbins.com or extension 6161.  

 

IMPLEMENTING THE CHANGES

The conversion to a CRM-based referral program will be implemented on a phased basis. The Allante and Blackfoot offices will be the first to convert to the new procedures in July. “If the transition goes as smoothly at these two offices as we anticipate,” Cody says, “we hope to roll out the changes statewide by the end of the year.”

 

“Incorporating the referral program into CRM should make it more efficient and effective for the company,” Samantha adds. “And, it will 

convey our appreciation to our customers more quickly than ever before.”

 

Look for more information about these referral program enhancements in your email. If you have any questions in the meantime, please contact Cody at cbird@idfbins.com or extension 4448, or Samantha at schaffin@idfbins.com or extension 6187.

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