“So it's not like I got to click the I button or click the help button. It's just like there. And then we took a decision to say, let's fashion the help away from just how to use the technology and the question, but also what does the question mean?”

Nick Kidd · The Insurance Podcast · A Commercial Quoting CRM? Nick Kidd from Quotey shares the future- Part I

Play from 23:48
23:48

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What was described

placed a permanent help tip on every question screen in Quodian so brokers see guidance without clicking a help button

Said nearby on the same subject

“I figured, you know what? Let me help broker this meeting. Let me help broker the meeting between what we call the rebels, the COO, who wants to overthrow the HOA group, and the HOA group manager, who does not want to meet.”
GW
Greg Witts
The Perfect RIA ·
Why it worked Share this moment
“Sometimes I put out a general question for help on our internal communication channel. So for instance, when we did the one on Tinder, I have never used Tinder. And so I needed to ask my colleagues for help and my kids, by the way.”
NT
Nicolai Tangen
In Good Company with Nicolai Tangen ·
How they work Share this moment
“We'd still have it where the regionals would drop into a practice and like operatory five and six were down. Like a chair was broken and we're like, you literally just have to click this button and we like come out and help.”
♫
Said on DEO's Growth Secrets for Dental Organizations
How they work Share this moment
“We have $600 billion given away every year. Almost every single family that we work with wants us to help them put in place a philanthropy plan”
♫
Said on TBPN
Business model Share this moment

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