Insurance Soup Blog
You and your agency have just landed some new business and it's time to celebrate, but not until you've gifted your new clients with the perfect welcome kit. Welcome kits work both ways. They arm the new customer with all kinds of valuable information that they may need while doing business with you, and they also make you and your agency look polished and prepared, which is always a great look.
Typically, your welcome kit will contain information that you physically go over with your clients in-person, but feel free to include lots of one-sheets, agency swag and easy to find contact information. You just want to have something that you can present to the client as a courteous time-saver and something that says you're thinking ahead and already working for them. The list of what you can include is endless and can get as personalized as you like, but here are a few of the things we think every agency welcome kit should have in it.
1. CLIENT POLICY DOCUMENTS
You should always print out a copy of your client's policy for them before they leave your office. This gives you an opportunity to walk them through it and show them where they can find all of the pertinent info they may need moving forward. It's also an incentive for them to hold onto the packet for good, so you can pack it with lots of other goodies.
2. LIST OF OTHER PRODUCTS YOU SELL
This is a great segue to lightly pitch clients on your other available products in passing. Take a few minutes to go over what ELSE your client can get from your agency. "If you decide you'd like to insure your home or auto as well, here's some info on the policies we offer. Just give us a call any time and we can talk about adding them." This could prevent your clients from searching elsewhere if and when the need for more insurance arises.
3. IMPORTANT CONTACT INFO
Save your new clients some time by compiling a list of all of your agency contact info as well as their carrier information in case they have questions. Things like numbers for filing claims, emergency contact info and numbers for billing questions. This is also a good place to add website and social media information so you can suggest and explain the benefits of your client following you and your agency online.
4. ONLINE ACCOUNT SETUP INFO
Personally, we've found this to be a huge time saver for people who like to do business online. This means setting up accounts for new coverage and having to close out old accounts, which can be a pain. If you provide quick links to get started, clients will appreciate not having to search blindly to do so on their own.
5. REFERRAL PROGRAM INFO
Quickly throwing in some information about your agency's referral program is a great way to raise awareness and interest for new clients. Show new clients HOW they can refer clients, WHAT the clients they refer will receive and WHAT your client gets as a REWARD when they refer someone. Include any reward cards or other referral lists or business info that your client might need.
Welcome kits are an excellent opportunity to package relevant documents and to add value when a new customer signs on. You can always feel free to add promotional products like magnets, pens or ID card holders if that's something your agency has available. They're a small touch that can go a long way in the end.