#Committed2 You

Canada life insurance clients have strong support in the field

by Kem Snavely Frost on November 1, 2019

ExamOne is proud of our extensive presence in Canada. When we celebrate our teams, we are excited to highlight our dedicated employees who support our Canadian clients. Helping our clients protect more families with life insurance is the goal in all the countries ExamOne serves.

Felix Drake
Canadian Producer Sales Representative of the Year

Felix has an amazing ability to connect with customers and forge strong relationships in addition to having one of the strongest sales representative/branch manager relationships in the company. The combination of these internal and external connections is a key driver in their overall success.” – Matt Bartkowiak, Sales Manager

How long have you been with ExamOne? 7 years

What’s one unique strategy that helped you serve our customers? Our office built a successful business by always involving the operations team, being accountable to our clients and referrals. 

What do you like to do in your free time? In my free time, I like to swim and run, but above anything else, I enjoy anything to do with baseball.

Each fall, we celebrate the dedicated employees behind the phones and computer keystrokes who help our clients every day. Our Customer Service Groups (CSG) in Kansas City and San Diego make solving customers’ inquiries seem like magic. So this year’s theme “The Magic of Service,” was a fun and appropriate way to show our appreciation to this group for keeping our clients satisfied.

When clients or life insurance applicants contact us, our CSG groups convey the important and positive first impressions of ExamOne. With 70,000 calls per month, our team of more than 150 employees has to be very knowledgeable of all the product lines and services offered by ExamOne. Our teams pride themselves on providing quick and efficient customer service.

During Customer Service Week, we shared some of the compliments from happy clients.

“Sandra was excellent. It certainly makes my job a lot easier when we have a great team to work with.” – ExamOne client quote about Customer Service Representative Sandra Torres in San Diego

I have complete confidence in you and your abilities. You are a perfect example of excellence in customer service.” – ExamOne client quote about Regional Account Manager Rebecca Shady

Since they are such wizards when interacting with clients and applicants, a Harry Potter-inspired week of celebration, team building, and fun was a way to express the company’s appreciation for their dedication. You can see some of the entertaining ways San Diego celebrated in this video. And to read more quotes and get to know more about some of our magical Customer Service employees see our Facebook album.

In addition to our helpful CSG team members, ExamOne clients also have access to easy customer service online. They can check case status or place paramedical exam orders at ExamOne.com. ExamOne is committed to providing the answers to clients’ and applicants’ questions on the phone, online, and always with a touch of “magic”.

Celebrating Life Insurance Awareness Month: Four ways ExamOne showed our support

October 15, 2019 #Committed2 You

In September our industry celebrated Life Insurance Awareness Month (LIAM). We hope you joined us in spreading the word about the financial importance of life insurance. Here are a few ways ExamOne celebrated LIAM in 2019. Increasing awareness Throughout September, our teams focused on increasing awareness on the importance of life insurance. We offered educational videos and materials that agents […]

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MIT students bring new perspective to ExamOne during summer internships

September 26, 2019 #Committed2 You

This summer, two Massachusetts Institute of Technology (MIT) graduate students chose ExamOne to complete hands-on internships within our data analytics department. Meet our ExamOne interns Michael Stern and Antonin Dauvin. Michael is a Data Science major from San Mateo, CA and Antonin is a Business Analytics major from Paris, France. The students said they selected […]

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Time to recognize our life insurance examiners

August 26, 2019 #Committed2 You

During the last week of August, we recognize our vital employees during Life Insurance Examiner Appreciation Week. Being an examiner and the “face” of ExamOne, they interact daily with individuals taking the time to protect their families with life insurance. Now we are taking the time to show them our gratitude for being our frontline ambassadors. […]

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Tools to help your clients complete the life insurance application process

August 22, 2019 #Committed2 You

So you met with your client, helped determine their life insurance needs, and filled out the application. Weeks have passed and now the case is expiring, incomplete. Here are a few solutions to help avoid this phenomenon when clients don’t schedule their paramedical exam. We are here to help you and your clients experience a […]

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Recognizing our hardworking employees

August 15, 2019 #Committed2 You

At ExamOne we’re committed to helping protect loved ones with life insurance. Our employees are a crucial element in our success. Each year, we recognize the efforts of the hardworking employees who are proven leaders in demonstrating our commitment to the life insurance industry. We recently connected with each winner to learn more about them and what it […]

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Celebrating our employees’ commitment and contributions in the past, present, and future

June 18, 2019 #Committed2 You

Last week, we honored thousands of colleagues during our annual Recognition Day by recognizing employees’ milestone service anniversaries. The efforts and commitment of our long-time employees help us continue to create inspiring workplaces for all of our employees. This year, we recognized more than 5,700 team members who are reaching a Quest milestone anniversary—five years […]

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Employees are crucial to ExamOne’s success

June 6, 2019 #Committed2 You

At ExamOne we’re committed to helping protect loved ones with life insurance. Our employees are a crucial element in our success. Each year, we recognize the efforts of the hardworking employees who are proven leaders in demonstrating our commitment to the life insurance industry. We recently connected with each winner to learn more about them […]

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Project Gratitude: Employees show appreciation to our communities’ charities all year long

December 19, 2018 #Committed2 You

Our stories of gratitude happen all year long. We appreciate our employees giving back not just during the holiday season, but throughout the year. The organized employee charity efforts for ExamOne are spearheaded by a volunteer committee called QuestCares. We firmly believe that our greatest assets in serving the community are the employees of ExamOne […]

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