Service Center

​Learn how we can help enhance your agency's customer service

About Service Center

Our service center provides agencies with a way to enhance customer service by hiring our talented team to provide complete policyholder service.

Our People

The customer service team is a group of experienced insurance professionals, most with several years of retail agency experience. We understand how to work directly with customers, and we appreciate the importance of customer retention. Ann Nelson, CPCU, leads our team with over 25 years experience. Our average staff experience is nearly 20 years.

The Process

When an agency hires us to handle their customer service for all or part of their business, a detailed, implementation plan is created. As part of the plan, a team of CSRs is assigned to the agency, and we travel to the agency to customize the implementation plan and get to know the people involved. Issues involving conversion of data, reports required, customer notification, etc. are discussed and resolved.

Our Personal Touch

We believe in developing a personal relationship with our agency customer and more importantly, with the policyholder. Here are a few of the special things we do to make certain to provide exceptional personal service:

  • Our CSRs make a personal introductory phone call to each client.
  • We perform an “account review” annually to build rapport and round accounts.
  • We send customer satisfaction survey cards to ensure quality service.
  • We keep open lines of communication with the local agency. 

Agency Benefits

  • Focus on new business and revenue-generating activities.
  • Westfield Services hours of operation are generally longer than the local agency.
  • We specialize in Westfield products.
  • Westfield Services is responsible for hiring staff and related HR issues including CE.
  • Westfield Services handles all systems maintenance and conversion.
  • Westfield Services will round accounts and add coverages.
  • Agency has the advantage of WSI’s capacity.

Take a virtual tour of the Westfield Service Center.

For more information contact:           Ann Nelson

1-800-552-9146 ext. 7754

annnelson@westfieldservices.com