Who reading this blog loves to remarket accounts, anyone? The answer is no we all don’t like remarketing but we do it when clients are upset. The problem is when a client is upset and we find them better pricing they always wonder why they didnt have it all along.
So how do we limit remarketing? We always start by being proactive! If not you have to use your resources.
- Start the call by regaining control, ask to confirm contact information
- Then alert the client you want to review the account for any missing discounts
- Look to see if anything changed (insurance score, tickets, accidents)
- Review if they have been remarketed in the last 2 years
- Find out if they are close to a loyalty discount
- Make your assessment sell the rate or approach the remarketing set up
When you make the decision to approach a remarket you need to alert the client of a few details:
- Review the current policy features to make sure they want the same items on their new policy
- Determine if they are comfortable with a home inspection be blunt and direct that someone will be looking to find areas to re mediate
- Refresh the entire application if they agree to these items lets be thorough
The bottom line is we need to limit remarketing!
Check out all of our efficiency blogs
- Quoting on the phone (crazy right, can’t be done… wrong!)
- Templates for emails and letters in your system (down to ever single communication, saving seconds matters)
- Being efficient and effective in client communication (building a great client experience efficiently)
- Banning the note pad from the office (why are you jotting notes to type them in?)
- Limiting the time suck of remarketing (how to use remarketing tastefully)
Also if you want some live and economical training for your team join us on April 5th for our Webinars for a Cause on Time Management for Insurance. Proceeds go to the ASPCA and you can get the recording to share with your entire team!
