Making the calls
First let’s discuss voice. Use a customer service voice, NOT a mom/dad voice. Make it sound serious, not optional. We want to connect with 40-50% of our customers. We can only do that by being professional and serious.
We are representing the agency and ourselves, and with our insurance license, we need to be professional, serious, and friendly at the same time. Now is the time to get to know your clients, build relationships and rapport and show value.
If you connect with the customer
It is important to consider these six things while making the renewal calls:
- Introduction– be human; introduce yourself and your agency.
- Rapport– Find things you may have in common.
- Review – their policy, what they have, may have changed or updated.
- Recommendations – Make educated recommendations. You are, in all reality, a professional licensed insurance agent, right?
- Confirmation of Next Steps-setting expectations with the client.
- Gratitude – Thank them for their time and their business with your agency.
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Train your team to educate clients on the dreaded rate increase conversation
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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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