It is about relationships, not rates!
What do you do when you know you have the best carrier but the rate is a little high? You look for discounts and different adjustments you can make to the police. You bundle it with your property policy; normally, most insurance agents have an umbrella policy because it is not that expensive.
We need to be recommending our clients do the same thing. We need to advise them of the best policies and protection for their needs, which does not always mean the cheapest!
- Educate the client on why the policy increased. Is there an accident or violation that may have caused the increase? Was there a claim? Did we make a change like a new car or a youthful driver?
- Review features on current policies and carriers. Discounts that they may qualify for on the current policy(ies).
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Review our Blog on Insurance Agency Remarketing Strategies to Boost Retention
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Complete our form and grab our scripts on how to have the rate increase conversations that don’t scare clients away!
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