Customer Service Tips for the Independent Insurance Agent

Customer Service Tips for the Independent Insurance Agent

In a growing independent insurance market, you want to make sure you separate yourself from the competition. Excellent customer service is one of the things that puts the spotlight on your agency.

How to Have Superior Customer Service?

To stand out from the competition, your independent insurance agency must provide value. One of the most important things that can help you add value is to provide top quality customer service. After all, the level of satisfaction that your clients have when interacting with your agency can be what tips the balance in your favor, leading to them choosing you over the competition.

To win business, you must become an expert in providing great customer service. Here are four tips that can help you achieve that.

Show Transparency

Trust is everything when it comes to developing strong relationships with your clients. If they don't trust you, they won't do business with you. Being transparent before, during, and after the sales process makes a difference. Motivate them to look you up online or ask around about other peoples experience with your agency. Make it clear that you're not hiding anything from them.

4 Tips for Superior Customer ServiceMake Room for Personal Meetings

One-on-one meetings are not to be taken for granted. Not everything should be managed over the phone. Making time to meet in person with your clients, whether they are brand new or long-time clients, will help you gain or maintain their trust in you, as you represent and take care of their insurance needs.

Understand Where They're Coming From

Identifying with your clients' needs will make them feel comfortable and cared for. They are not there only to buy something. Clients want to feel understood and valued before they decide to entrust you with their most prized interests.

Give Referrals VIP Treatment

Business referrals are the equivalent of gold. A reference means that a client has enjoyed the experience of working with you and values your work enough to share it with someone else they care for, friends or family. Make sure you go the extra mile to live up to that recommendation, even surpassing their expectations.

Whether you're in Colorado, Utah, Arizona, Wyoming, Kansas, Texas, Washington, Idaho, or Oregon, if you want to become an independent insurance agent, you can still be part of the winning team. Join AAI today.