Three Steps to Signing New Clients

Three Steps to Signing New Clients

Any growing business needs both a physical and digital presence to improve outreach, which is no different in the insurance industry. When you’re signing a new client, you need to find a way to approach clients and have them come to you. Two essential strategies will help you attract, engage, and convert new clients: creating a physical presence in the local landscape and a matching online presence to strengthen your brand in the digital landscape.  

bruce-mars-8YG31Xn4dSw-unsplash (1)Make Yourself Visible in the Local Landscape

You have to make yourself visible, for starters. Establishing a physical storefront will increase your local presence, build brand awareness, and have potential clients be able to reach out to you. A physical storefront will also give you more credibility and make your agency appear more professional. 

Having an office and a business address is also required by the carriers.  Without a physical storefront you can't get carrier representation. Without carrier representation you can't sign new clients. The two go hand in hand.

Build an Online Profile

Additionally, you should create an online presence with a professional website and engaging content optimized and tailored to your specific target or demographic. The content should reflect a fine balance of what this growing business is trying to achieve and client needs for the target audience. 

Be someone with whom clients will want to have a consistent rapport. Be engaging, available, and proactive. Make it easy to exchange contact information with them and set up appointments. Be honest and transparent when you are dealing with clients. A personal approach inspires trust and confidence and is vital when signing a new client

Be Prepared

After securing a meeting with your client, make sure you’re fully knowledgeable about the intricacies of the insurance industry, so you become a highly valuable resource to them. Though the first two steps can be done via digital means, this one demands that you reach out to your client in person. The client can pick your brain and see you play out your vision first-hand, establishing a trusting relationship. Without trust, no client is willing to invest in what you’re offering.

Know that you can trust the team at Affordable American Insurance when you join to help you accelerate business growth and improve your revenue-making capabilities. Contact AAI today.