Insurance Soup Blog
Staying on top of your clients is essential for a number of reasons. A customer expects their agent or agency to reach out from time to time with administrative issues updating contact info or reminders of due dates. Another reason to check in, one that customers don't always expect but certainly appreciate, is when an agent reaches out simply to check in. This is a more personal level of contact that begins to create a deeper client/agent relationship.
We've put together a quick list of reasons you can use for reaching out to your clients to help bolster the good work you're already doing with just a little extra on the personal side.
LET YOUR CLIENT KNOW YOU'RE SENDING THEM SOMETHING AND TO BE ON THE LOOKOUT.
Customers appreciate the heads up here. It lets them know that you're sending them something important and you don't want it to be overlooked. This ensures that the issues will be dealt with quickly and it tells the client that you're on top of their business.
WALK CLIENTS THROUGH A CLAIMS PROCESS
If a client files a claim whether it be from home damage or an auto accident, it should be customary to call and see if they're alright. Once that's been established, make sure your client knows exactly what is happening with their claim and what to expect next. This small step goes a long way in comforting your client and letting them feel that they're more than a business contact for you.
LET CLIENTS KNOW WHAT'S NEW
If you're making changes, big or small, in your agency, it's always nice to give clients a heads up. have some new staff joining? Shoot out an email introducing the new agent or new office staff to your clients. Making updates to your office? Let clients know that there will be construction during certain dates so they can plan their visits accordingly. Your clients will appreciate being kept in the know.
MAKE SURE CLIENTS ARE AWARE OF THE BENEFITS OF WORKING WITH YOUR AGENCY
Does your agency use 24/7 automation services that all of your clients are able to make use of? Do you have certain people on staff to help clients with extraordinary needs? Whatever it is that you boast makes your agency unique and better, make sure your clients are aware of it so that they can take advantage of the perks.
SEND UPDATED LISTS OF AVAILABLE PRODUCTS
You may have closed your client on one type of insurance but that doesn't mean that at some point down the road they won't need you for another type. Be sure that your clients know about everything that you offer in your agency. If they're already doing business with you and they know you have something else available, they're less likely to go to someone else.
These are a few great steps to help you reach out and make contact with new clients. Besides helping your agency stay on top of administrative details, they're also ways to show your clients that you're always available and always looking out for them. Clients who know that they can count on their agents all the time are happy clients.