Most insurance agents once they have made the sale don't take car of the client' whether that's following up with them after they have promised to do so or just maintaining the relationship. There are certain things that need to be followed in order to maintain that client. First, make sure that the client has a good idea that you are there to help them whether that's small advice, claims or just little tips to maintain lower premiums these are important things that will not just win them over but keep them in your book of business.
Client retention is extremely important if your want you agency to grow and flourish. You need to not only get new clients but make sure that you are getting things right with each client at the beginning so that there aren't any issues down the road.
When you establish your relationship get out anything that could cause harm to the customer down the road out in the beginning so that they don't get any surprises, like if they are going to be losing a discount or if at renewal they have an accident drop off and you forget to change that on their policy it they will miss out on savings that they could be getting if you hadn't.
I did this with a homeowner once and it backfired. I switched them to a newer policy thinking that they were going to get betters savings and they ended up having to get a new inspection on their home which cost them around $6000. So make sure to maintain your clients the right way.
Along with that Auto insurance companies as an independent agent has different discounts with different companies. Nationwide has different discounts on the Smart ride Program than the Plug in discount with Progressive. Each one has different discounts.
I still don't know ALL the discounts at the moment. I am just getting basic quotes however I am going to be learning them over a long period of time. I will learn them and make sure that I get them down.
Thanks for listening.
Eric Burkholz
No comments:
Post a Comment