When you start out on your journey of becoming an independent insurance agent, you will find that it takes a significant amount of effort, time, and consistency to build a good client base. This industry is quite crowded and finding a footing and making your mark isn't easy. One way to improve client relations and set your agency apart is by providing proactive customer service.
What Does Proactive Customer Service Mean?
Signing a new client is hard work, but it doesn’t end there. Building a solid client base with loyal clients means you need to continue to proved great customer service, being proactive, and always keeping your client’s best interests in mind. It means that you need to be a step ahead of your client's requirements and provide preemptive solutions.
When you are trying to improve client relations, you need to have your finger on the pulse of the industry. The best way to gain the trust and loyalty of your clients is to be proactive rather than reactive.
Therefore, when you are trying to improve client relations, you need to always have your finger on the pulse of the industry. The best way to gain the trust and loyalty of your clients is to be proactive rather than reactive.
Go the Extra Mile
Think about what problems your clients might face well before they arise and address these issues head-on. If you are proactive with customer service, you would be able to find answers to questions that your clients didn't know existed. Anytime a client has to reach out to you with a question or concern, it means that they are already worried. Your job as an independent insurance agent is to prevent your clients from ever having to worry about their coverage.
Going the extra mile will help you retain clients and show them that you are professional in your approach. They will also recognize that you understand their personal and professional lifestyle, which will encourage them to reach out to you every time they need any additional insurance.
Proactive Customer Service Software
When you join AAI, you get access to convenient and user-friendly software specifically designed for insurance agents to evaluate clients and take proactive action, and an online platform to connect and communicate with clients.
Using these tools will help improve efficiency and ensure that you are able to keep regular communication with your client and provide excellent customer service. When it comes to buying insurance and getting information about different policies and products, clients need to be sure that the agent they are dealing with is reliable, knowledgeable, and helpful.
Most agents will always have clients with a policy (or policies) that are about to expire and need to be renewed. For some clients, it may simply be a question of renewing an existing policy. For others, their expiring policy may no longer represent their needs and a new, better policy may prove more valuable to their current situation. Taking advantage of software to help you research better policy options will help you reach out to clients proactively with the best solutions. Always be transparent with clients, communicating the value of a new policy and why it's in their best interest to make a change.
For more information on how to improve client relations, contact us and speak with our experts today.