Author Box
Articles Categories
All Categories
Articles Resources

Three Ways to Build a Constant Connection With Your Clients

April 19, 2012 | Comments: 0 | Views: 155

Buying insurance is one of the most personal purchases that someone will ever make. In order to buy an insurance policy, clients have to give some of their most private and personal information to get a policy, whether it's life insurance or medical insurance. As such, it's important that you create a rapport with your clients so they feel comfortable with you as their agent. Creating a constant connection with them will help achieve that goal. Here are some ways that you can create that connection so your clients won't want to go somewhere else for any of their insurance needs.

Call Forwarding

One part of creating a constant connection is being accessible at any time of the day. You can set your office phone up so that it rings on additional lines when someone calls your office line. You can have it ring on your cell phone, your home phone and other lines throughout the office so you can pick up the call wherever you are. This also gives the impression that you are in the office and the caller doesn't have to know any better unless you tell them. You can also create a system so you can check your emails and faxes on your phone so you will know exactly when these arrive instead of waiting until you check in with your office to get all of your messages.

When You are Unavailable

There will be times when you simply aren't available to answer the phone and talk to clients who call you. In cases such as these, you can have your call forwarding set up so that it rings to another member of your team after 3 or 4 rings. This way you can have the calls answered by an actual person instead of going straight to voicemail which can be frustrating for the caller if this happens.

For example, if you are in a meeting with another client or if you are having a sales meeting with the agents at your office, you can set your phone system up so that the call goes to another member of your team who can answer most of the general questions that come into your office. And if it's someone calling who needs to talk to you, they will be happier that their call is answered by an actual human instead of a machine. It's a great way to make your clients feel like they are wanted and an important part of your business.

Remembering Special Occasions

One part of maintaining constant connections with your employees is letting them know that you care. Keep a record of their birthdays and anniversaries so you can send them a card when those special events roll around. Between the card and the postage, it may cost a couple bucks. But the return you will get on the $2 investment will be huge.

Communication is key for a successful agent. If you aren't communicating with your clients, they are going to find another agent to handle their insurance needs. Don't let this happen to you or else you won't be the successful agent that you want to be.

If you are interested in a agent support system that provides all the tools, support, and resources you will need to either become successful in insurance sales and/or build your own agency visit the links or call 1-800-359-0980 (ask for Dan or Scott) to help you decide whats best for you!

Thank you and make it a great career,

Daniel B. HagyPresident

Source: EzineArticles
Was this Helpful ?

 
0
 
0
 
Rate this Article
 vote(s)
Feedback
Print
Re-Publish

Article Tags:

Insurance Needs

,

Insurance Clients

,

Client Help

,

Insurance Sales

Auto insurance is probably one of the most expensive insurance types in Canada. An average car insurance policy in Canada costs approximately $1,200 per year and in Ontario, the largest Canadian

By: Alex Saltykov l Insurance > Car Auto l July 09, 2013 lViews: 553

Your house is often your largest investment that you need to protect via insurance. We created a list of multiple savings tips related to Home insurance and hope that these will help you to save a

By: Alex Saltykov l Insurance > Home Owners Renters l December 27, 2012 lViews: 380

Most auto insurance companies design specific car insurance policies for classic and antique cars. If you think you have a classic car and want classic car insurance, you will need to be sure that

By: Richard l Insurance > Car Auto l October 17, 2012 lViews: 570

Business Overhead Expense Insurance Plans can provide cash flow to the business in the event of a disability to a key employee or owner. For a small, growing company it might make the difference

By: T. Spencer White l Insurance > Disability l July 17, 2012 lViews: 243

Workers compensation costs are rising. According to a recent report by the Workers Compensation Research Institute (WCRI), indemnity costs per claim (the loss of earning capacity, payments for lost

By: Kelly C. Williams l Insurance > Workers Compensation l July 08, 2012 lViews: 221

One of the most helpful government programs out there is the SSI Disability program. A person that is legitimately disabled, and cannot work to provide an income for themselves for their family

By: Oleg Winter-Burnett l Insurance > Disability l July 04, 2012 lViews: 282

Any responsible person would want that all important events in life are well planned and all expenditures can be met with. But this needs foresight and financial planning. Insurance companies offer

By: Amit K Yadavl Insurance > Agents Marketersl April 19, 2012 lViews: 161

Maximizing your daily productivity is one of the keys to maximizing your success. Whether you are trying to run an office efficiently, increase your sales or stay on top of the latest developments in

By: Daniel Hagyl Insurance > Agents Marketersl April 19, 2012 lViews: 167

Getting motivated can sometimes be one of the biggest barriers between you and the success that you want to experience. And while motivation comes easily for some sales agents, it may not come as

By: Daniel Hagyl Insurance > Agents Marketersl April 19, 2012 lViews: 167

Your insurance website should serve as the hub of all other marketing activities. What about insurance advertising, tradeshows, email marketing and direct mail? Those should be the spokes that drive

By: Heather Sloanl Insurance > Agents Marketersl April 17, 2012 lViews: 170

Basic work of an insurance agent is to make you feel safe. So, if you are not sure about the agent, just go for the next agent. You cannot afford to do the wrong thing in insurance. There are lots of

By: Dylan S. Barrettl Insurance > Agents Marketersl April 07, 2012 lViews: 171

Clients who deal with insurance agents are often left wondering what all the letters on their business cards mean. What's the difference between a "charted life underwriter" and a "certified senior

By: Craig Andrews, J.D.l Insurance > Agents Marketersl April 03, 2012 lViews: 230

Maximizing your daily productivity is one of the keys to maximizing your success. Whether you are trying to run an office efficiently, increase your sales or stay on top of the latest developments in

By: Daniel Hagyl Insurance > Agents Marketersl April 19, 2012 lViews: 167

Getting motivated can sometimes be one of the biggest barriers between you and the success that you want to experience. And while motivation comes easily for some sales agents, it may not come as

By: Daniel Hagyl Insurance > Agents Marketersl April 19, 2012 lViews: 167

There are many techniques you can use to help you make a sale. But if you want to be a successful agent, knowing some things about human psychology will be a great way to increase your sales and even

By: Daniel Hagyl Insurance > Agents Marketersl February 23, 2012 lViews: 167

Building a clientele of insurance customers isn't the easiest thing to do. And whether you are just starting out in the insurance industry or if you have had years of experience, it's always good to

By: Daniel Hagyl Insurance > Agents Marketersl February 23, 2012 lViews: 160

Discuss this Article

comments powered by Disqus