When Should You Say No to a Prospect?

Blog, Sales, Leads

It can be tough to say no to potential business—especially when you’re just getting your insurance practice off the ground. And it’s easy to get into a mindset where you believe saying no is a privilege reserved for the successful, or at least those with a stable business. But no matter whether you’re experienced in the industry or just starting out, it’s essential to know which are your ideal prospects—and which you should pass on. Here’s a list of who to say no to.

What Makes Good Customer Service?

Many insurance agents live and die by their customer service. It’s essential to take care of your customers—especially in the days of social media, where stories of customer service mishaps can spread quickly and turn into public relations nightmares. The good news is that stories of above-and-beyond service can travel just as quickly. Here are a few examples of what insurance agents should always try to provide when it comes to customer service.