Follow Up and Get More Business: Tips for Insurance Agents and Brokers

If your clients don’t hear from you regularly, chances are you’re missing some opportunities. Even those who invest heavily in their marketing strategies often drop the ball when it comes to following up with customers. If you can adopt a regular, consistent follow-up strategy, you’re sure to make a positive impression. Here are a few tips to help you do that.

Thank them for their business. One of the first things you should do after a major customer interaction is write a thank-you note. Hand-written cards can create an impression—they’re rare these days—but a quick, personalized email can be just as effective.

Get in touch to update their coverage. You may have customers who haven’t updated their coverage in a while. Send a note offering to set up an appointment to review their coverage and identify any adjustments that might need to be made. This is also an excellent opportunity to cross-sell other insurance products.

Offer savings. It’s possible your customer could save money by bundling several different insurance products or through an update to their coverage. If possible, review customer coverage periodically and identify those that might be paying more than they have to for certain coverage. Alert them to the opportunity to save money, and they’re sure to appreciate it.

This is a powerful way to follow up, because it shows that you’re putting the customer’s interests ahead of your own. This is an extremely effective way to build trust and customer loyalty.

Provide valuable information. Have there been any changes in the regulatory landscape that could have an impact on your customers’ coverage? If so, you should get in touch. Provide information on the subject that’s accessible and easy to understand. If you do, you’ll solidify your reputation as an expert in the field—and build trust among your customers.

Keeping in touch with your customers and prospects is an essential part of doing business. An effective follow-up campaign can help you build trust and credibility with both customers and prospects—as well as cultivating loyalty and retention among existing customers. Stay continually accessible and at the top of their minds—without aggressively selling—and it’s likely you’ll be able to significantly grow your business.

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