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Are your clients fans? Do they rave about you? Are you connected to them?
Know Your Clients by Name
One of the best ways for producers to build a strong relationship with their clients is to know them by name and address them accordingly whenever in contact. A producer who knows their clients by name will make them feel appreciated and uniquely recognized.
Make Conversation With Your Clients
Although it is important to discuss business matters at length with your clients, it is also wise to make small talk with them as well. This will show them that you are interested in them as individuals and not just viewing them as a source of income.
Create a Raving Fan
You may be the best producer with the lowest premiums, but if you fail to offer first rate service to match that, it can be the downfall to your business relationship. Deliver what the client wants plus 10% more!
Inquire About Customer Comments
Practice pro-active and consistent check-ins with your customers to see how things are going. Follow up with any requested information or actions promptly.
Accept Your Mistakes, Learn From Them, and Do Not Repeat Them
We all make mistakes. Some of us accept it, evaluate the situation, learn the lesson and move on, while others get stuck in a never-ending state of denial. “What did I do wrong?” or “I am not responsible for it!” Use errors as a source of growth and an opportunity for positive change.
Discover What the Customer Wants
Ask questions, deliver, and then request feedback. Call the clients once a month to ask if we are meeting all their needs.
Provide Useful Information
Send out reports and newsletters at least once every other month.
Say Thank You
Send a note after each renewal, remember birthdays, and anniversaries. Delivery appropriate gifts and use entertainment to build the relationship.
Connect Consulting Agency provides marketing and social media services specifically to the insurance industry; including independent agencies, MGA’s, brokers and wholesalers.
Bob Lilly Connect Consulting
