View All 3 Minute Insurance Agent 2021 Videos For the Week
If you are an Insurance Agent 2021 stop and take a moment to watch these videos to help you become ridiculously amazing this year.
Insurance Service Call Quality
Our next series is going to be all about driving home your agency’s retention. Retention is critical for insurance agencies, but at the same time, many agencies struggle with retention. That’s because as you grow, it’s hard to replace what you’re losing. In order to boost retention, you need to be focusing on ways to keep clients happy. One big way is with insurance service call quality.
“When clients see you as nothing more than an intermediary, someone they bought from once and they’re not gonna hear from again, or when they have to call and it’s a hassle or a challenge, no one thinks that’s exciting today.”
Be Their Only Agent
As part of our series about how to drive retention, today’s topic is something that many of us strive for but often fall short of actually achieving. It’s ensuring your clients aren’t “cheating” on you, and being their only agent.
“When we sign a new client, I look at it like the start of a marriage. So if that sales process is wam, bam, Vegas-style, drive-through, know the person for 12 minutes, it’s probably not going to go very far in the long run.”
Insurance Order Taker vs. Advisor
Our next tip to drive retention might seem counterintuitive, and it’s to be an insurance advisor, instead of just an insurance order-taking. What’s the difference? Well typically in life, we’re taught to be “people pleasers.” Think back to when you were a kid when you probably had adults telling you to “do what people ask.”
“Do you want to be an order-taker or do you want to be someone that drives those advisor relationships?”
Should You Make Insurance Renewal Calls?
Our next strategy to drive retention is a little controversial, but it’s something we feel strongly about. Let’s start with the question: should you make insurance renewal review calls at your agency? Agents are typically encouraged not to “poke the sleeping bear” or to not reach out to customers, out of fear that they’ll then ask to be reshopped.
“It’s really easy for someone to not know who their agent is today, or more importantly, not know how to contact you.”
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