3. Offer a Personalized Insurance Experience
Your insurance clients want to feel like they're your only client, so make it happen! Make every conversation personal, use their names often, and personalize emails and text messages.
Also, know your insurance client’s story. Ask them how their children are doing, wish them a happy birthday, or congratulate them on their retirement. Knowing a bit more about your client's personal life will not only help you offer the best insurance products but can also help you offer a meaningful and tailored insurance experience.
4. Overdeliver
It’s not good enough to just be average — you need to be spectacular. Provide your insurance services in the best way you can and make your clients feel special any way you can. Doing the little things that your clients don’t expect will show them that they made the right choice to go with you as their insurance agent.
5. Educate Throughout the Insurance Process
It’s easy to know your client’s situation, recommend the best insurance product, and then deliver. But what’s even better is explaining the details of the insurance product or policy they are signing up for. Some clients might feel overwhelmed, but others might appreciate that you involve them in every part of the insurance process. If they're feeling overwhelmed, just remember, take a break and take a step back. If it's something you want to explain, try to break it down into smaller and simpler sections.
6. Express Appreciation
Something as simple as sending a cookie delivery or a handwritten note will show your insurance client that you appreciate them. If your client feels valued, they're more likely to stay with you.
7. Notify Them of Insurance News and Changes
Clients want to be in the know, so tell them all about the new insurance products or policies you’re offering in your bi-weekly newsletter. Let them know about any insurance discounts so they can take advantage. You can also notify your clients by contacting them before their insurance premium increases. Many people appreciate the notification rather than being blindsided by an unexpected charge.
8. Be Conscientious of Your Words and Tone
What you say and how you say it can make a big difference. A friendly conversation with a light tone can help your insurance clients trust you and feel like they want to work with you.
9. Salvage After Mistakes
You’re going to make mistakes here and there, and sometimes your insurance clients aren’t going to be happy — that’s just how things go. When it happens, hear their complaint or problem, empathize with them, apologize, and resolve the issue. Discover why it happened, and tell them what you’re doing to ensure it doesn’t happen again.
10. Use Social Media and Technology
Connecting with your insurance client on social media, like Facebook, Twitter, and Instagram, helps them feel like your relationship is more personal, especially if you take the time to like or comment on their posts. It will also help you keep tabs on what's going on in their life so you can help them get the most suitable insurance policy.
Here's what to do next!
First - Complete the form on this page of you want more content like this
Second - Share a link to this article with an agent or manager you trust and discuss the ideas that will work best for you
Third - Develop a plan of attack for boosting retention and take action by the beginning of next week
