View All 4 Minute Insurance Agent 2022 Videos For the Week
If you are an Insurance Agent 2022 stop and take a moment to watch these videos to help you become ridiculously amazing this year.
How to Fire A Client Criteria
You’ve heard of firing employees, but how about when you need to fire an insurance client? Firing a client is not an easy task, and you might be worried about what will happen afterwards.
“I always say that fear is never a reason to do anything. So if you’re keeping clients that are dragging down your business, it’s kind of like… rip the BAND-AID.”
How to Fire A Client Call the Underwriter
Firing a client might be a foreign concept to you, but getting rid of clients who are holding your business and your employees back is important for success, and for making sure everyone at your agency is happy and productive. While it may be difficult to fire a client, there are ways you can make this process easier for everyone. Today, we’re talking about why it’s important to call the underwriter, and maybe have them help with this process.
“But sometimes, it’s just the way it is, and it doesn’t fit underwriting standards anymore. Or it’s not something that you feel is the best for the books. ‘Cause at the end of the day, we’re trying to write business. It’s not only best for the agency, but it’s also best for the carrier”
How to Fire A Client Decelerate Service
Figuring out how to fire an insurance client is never easy, but it’s usually necessary at one point or another. Our next tip in this series about how exactly to fire an insurance client involves deceleration. This is a kind of “behind the scenes way” to slowly wind down their services, and encourage them to look elsewhere.
“When we put them to the top of the pile because maybe they’re a little spicy or snarky and we just don’t really wanna deal with them, we’re training them that that’s what they have to do. If they bark louder, they get faster service and then we push away the nice people. So you can decelerate service, put them to the bottom of the pile, set their expectation, use your words. “
How to Fire A Client Just Call Them
“If you’re keeping clients on the books like that that shouldn’t be there. They’re only hurting the agency. They’re only hurting your bottom line or they’re only hurting your staff.”
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