How to stay connected with your clients

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Your insurance company is built on communication and customer service. Here are some easy ways to better connect and connect with your customers.

When your customer buys a policy from you – or preferably multiple policies – great customer service should continue beyond payment.

While a well-trained insurance agent knows what to do when a claim arises, it’s important to ask yourself what value you will add to the client-agency relationship after the claim is filed.

You’ve already built enough trust to convert your political customers, so here are three ways to make sure you maintain that relationship:

E-mail

Sending an email is the least laborious method, but both.

If your client has a “serious” policy question that requires a call, regular email provides convenient and stress-free communication with you.

You have to strike the right balance to make yourself an asset rather than a pest, but this approach is incredibly flexible.

Create a new email every week, focus on topics of general interest and make sure there is at least one non-insurance tip you can follow.

Ideas for tailoring your email content to match your specialties

  • Car insurance: how and when to check tire pressure on a road trip, which brake cams always rate the best, the best ways to keep windows clear and fog free.
  • Home Insurance: How Often to Change HVAC Air Filters, Why You Should Always Know Where Your Shut Off Valves Are, Electrical Safety Steps For Food Storage.
  • Life Insurance: What the following fitness articles can tell you about your sleep cycle, ways to reduce stress using simple techniques, which home safe is right for your valuables.

While none of these concepts are directly related to types of insurance, the information they provide will put your clients in the right frame of mind to sell policies or trust their policies to be available in the future, hopefully giving your company some word of mouth in the process.

Social Media

Social media is the single type of connection that benefits you the most: it gives you a lot of freedom to wear your “sales hat” without alienating new customers, while providing an easy way to connect with potential customers.

For your social media presence to be successful, you need to be consistent. It is better to post more often on one channel than rarely on three channels. Start with the social media platforms you feel comfortable with: Facebook, Twitter, Instagram, etc. – and gradually educate businessmen.

Remember that email element? Here they can be reused and reused, doubling the scope of your efforts. Send a short excerpt of each offer/discussion to your customers about a week after the corresponding email is sent.

For those who read your email, this post serves as a warning and for those who don’t, it’s an exciting new way to establish authority in your practice. 

If possible, use your social media pages to talk about what you have to offer. If yourclient performs well, including a photo of your smiling family signing the policy will give you the opportunity to “join” them, giving them a makeover for your efforts.

Real life photos can be used organically with a soft tone – “I just helped John Smith sign a policy on his awesome new 2020 Elantra 

If your favorite social media platform has a review feature, you can ask for reviews during your first contact with a new customer to increase your presence.

Important Note: Always be professional on social media. While it may be tempting to wade into controversial topics for the sake of opinion and activism, you will often regret it.

Cards / Mailers

Contacting people by regular mail seems a bit old-fashioned these days, but the fact that most agencies rely on digital means has had an interesting effect: mail has become interesting again.

That’s not to say there aren’t significant barriers to getting noticed—it’s likely that your target market, regardless of age, is willing to overlook demand.

If an email campaign is within your budget, consider using some unique features to break through this “spam”.

Tips for targeted email campaigns

  • Thanks to Google Maps and public data, some printers offer the ability to print a picture of the recipient’s home directly on the outside of the envelope. This is a phenomenal icebreaker for home insurance!
  • Get creative with your mailers, such as pressed postcards and clear postcards, which add an element of “shake” to your mail stack.
  • Try these super personalized handwritten cards to celebrate your baby’s birth or graduation. This type of information may be collected from the social media connections mentioned above.

Contact in the digital age should still look like the “old fashioned” handshake – intentional, meaningful and powerful.

Staying in touch with your customers is essential to the long-term success of your business, and these efforts will pay off in additional policies, new customers, and overall company reputation.

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