Insurance Customer Satisfaction – What Type & What Amount of Insurance Should You Sell?


Customer satisfaction with insurance is more of an assumption than a test. How can you achieve customer satisfaction with a complete life and health insurance portfolio if you don’t know what insurance you should sell? Even for the most gifted, it can be difficult to know what type of insurance and how much.

You only need six packs of policies instead of 50. These six policies include whole, term, life, disability income, long-term care and a retirement annuity. Example: A 45-year-old male is the client. He is in good health and has good social habits. He is now divorced and has no insurance. He could either write a $6,000 check for you (a stranger), or to his nephew (3-year life agent). All costs will be covered. Your ego will tell you that you cannot lose this chance.


The prospect might not be able to access the full package insurance plan if you only sell the highest commission plans. You might also need to pay extra premiums if you choose companies with high financial ratings. There is no discount for buying all plans from the same carrier, unlike homeowners and car insurance. This isn’t “rocket science” financial adviser material. I’m sure you have never taken this satisfaction test for insurance customers before.

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Many clients claim to have solved their insurance puzzle. On inspection, there will be large gaps and jagged overlaps. Agents can simply add another piece of odd-shaped pieces. This is the genius test. Make sure that the puzzle fits together without any pinhole gaps or bumps. You might be able find a solution in 24 to 36 hours. You could create a policy for any time in just two hours. It all starts with putting yourself in the shoes of your prospect. Then, look at your prospect’s eyes. Yours are too blurred by $$ signs.


You would be a smart agent if you were fortunate enough to have a smart boss. One who can solve the high-price puzzle without losing your hair. As an insurance novice, you are immediately commanded to sell. You can sell to anyone you meet. You can sell any type of insurance. You can sell wherever you are. Reduce premiums by selling; increase premiums by selling. Sell your best cousin’s long-lost nephew’Sell anyone with the same lastname as yours in the phonebook. Your manager doesn’t care if your client benefits or not. This over 100-year-old game has one goal: to find potential customers as many times as possible, promise them the moon, then force them to purchase whatever insurance you can. How likely is it that an agent will sell the right insurances to a client based on their true premium ability? Is the insurance correct when a prospect meets you, or when a client meets with you for a full policy review?

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Every family should look into the high-risk/high need six pack of essential benefits. They are the most profitable policies in an insurance company’s portfolio. The moneymakers are those plans with the greatest potential to pay out much more than the client has paid. It is rare to find clients who have a missing link. Financial planners are second, and insurance planners are first. An insurance planner must immediately take action if a policy is missing or if other policies are substituted. My nickname could have been the Destroyer. I destroyed, eliminated, and replaced over 300 policies per year. These policies were replaced with the essential six pack. My high customer satisfaction was reflected in the fact that most of my policies were renewed for between 15 and 20 years after I stopped being a writer agent.

It didn’t matter if I was liked by other agents, as few of them lasted more than a few decades. I was liked by my clients, which resulted in a steady stream renewals. I didn’t care if they had a higher rating than AIG Life Insurance Company. A rating that is earned by treating clients and agents well, insurance companies offering great benefits at a fair cost, is something I have never seen. The “six pack” golden rule for becoming an insurance planner was not taught to me. I wish I could have. It is not taught by any coach or company I know. This six-pack is a great way to achieve professional career status.

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