4 Ways to Improve the Client Experience

4 Ways to Improve the Client Experience

Any business, no matter how small, should treat their clients with the best customer service possible. The insurance industry may seem like it revolves around deductibles and paperwork, but you can have an impact on your client’s overall experience by improving the little things in your day-to-day operations. By following these five tips on how to improve the client experience at your independent insurance agency, you can ensure that you’re building long-lasting relationships with clients who will want to keep coming back to you over and over again.

Train Your Employees

One of the easiest ways to improve your client experience is by ensuring that all employees are familiar with your agency’s goals and how they can achieve them. By providing continuous training, you equip your agents with tools that help them meet or exceed clients’ expectations. This improves agent performance and keeps clients coming back for more.

Listen and Interact With Clients

Listening is perhaps one of your most important responsibilities as an agent. In order to provide clients with a positive experience, you have to be able to hear and understand their concerns. When clients feel heard and understood, they feel more comfortable working with you. The ability to listen can also allow you to pick up on opportunities that might otherwise slip by – like new business or cross-selling opportunities. 


Use Email Marketing

Making your customers feel like they’re special is a great way to keep them coming back, and email marketing is a great tool for that. For example, you can send out customer surveys asking them how they liked their experience with your agency, or inform them of any new services you’ve added. An email newsletter is another good idea — this will help you stay in touch with your customer base without being too intrusive.

Engage in Social Media

Businesses today can’t operate in a vacuum. Word of mouth has replaced billboards and roadside signs, and social media is one of your best opportunities for creating a positive conversation about your business. Keep tabs on what people are saying about you, but don’t be afraid to jump into conversations with questions or suggestions. 

Improved Client Experience is the Way to Go

Affordable American Insurance is a network of growing agencies that provides affiliates with an environment that supports a rich client experience. Learn more about how you can join AAI.