To maintain high-quality insurance clients, it is often overlooked how important it is to learn customer service skills. Insurance customers will not refer their friends or business to agents if they don’t have access to customer service. Learn how customer service skills can be applied to your sales. Selling insurance to a client is not a one-off deal. Don’t miss out on the opportunity.
Before you even visit your client’s house, building customer service skills in insurance sales starts. This can be achieved by giving your client confidence in you. This means that you will leave all customer service information with your client. Your email address, website address and business phone number should all be included. This information should be pre-printed on a sheet that you give to them.
It is worth having a brochure with your insurance specialty on it. Also, you can describe the main benefits that you offer. While a new client may lose their business card, they will still file the brochure along with the new policy. This is an insurance customer service skill that your competitors don’t use, and you should. Your brochure headline should read boldly: “Do not allow another insurance agent to replace this policy. Call me first!” It will be shocking to see how much fear you have about a competitor entering your home and taking out your coverage. They are aware that trying to do so could result in the policy owner contacting you. This will give you the chance to save all the work you have done. Your competitors may not have an identical awareness signal on their flyers, cards, or brochures.
Transparent recognition and selling are the next steps in customer service. This involves communicating with clients of insurance in a timely and consistent manner. This can be done in two ways. The first is by mailing. The second is emailing. It is easy to make angry clients irritable by wasting too much time on the phone. It is difficult to treat a customer with kindness. Kindness can be demonstrated by showing genuine concern for your customer and offering helpful information.
Emailing Clients As your career in insurance sales progresses, you will be able to see how valuable your clients are to your business. You won’t usually see 20% of your new business come from clients and their families. It will rise much higher if you have two more customer service skills. It is up to you to decide how often you send a client a card each year. They are not suggesting that they should buy more insurance as they get older. Their birthday, Fourth of July and Labor Day are all included. It’s not excessive; just include your card. They will know that you are still in insurance and will automatically call you if you have a need.
Sending your clients It is simple to create a newsletter. This newsletter should be used for clients to give them information that they might not have known about. You can use an inspirational, motivational or insurance article to help you write if it is difficult. You can suggest that they visit your website and give a link. This is where you explain to clients why they need or benefit from the insurance. You can keep the communication lines open by sending emails and letters. You will receive requests for additional coverage opportunities and referrals.
Customer Support It’s amazing how few salespeople want to offer customer service after earning a commission. An agent may view a customer complaint as an attack. Although the client may not always be right, consider the potential loss that this customer could cause. You can lose 20 sales by making a client mad. Particularly if the client is able to find information online on how to file a complaint. I inquired about the service support after being sold an excavator that was too expensive for my property. Their feedback was negative. They asked me if I thought it was a threat when I talked to the sales representative and his supervisor about the potential damage that I could do with just one article. They asked me if it was a threat, and I said that they should view it as a reality. They immediately changed their attitude. As the company is aware of the potential reputation damage that they could cause, my customer service support has been handled to my satisfaction.
Your customer doesn’t want to hang you. Use your negotiation skills calmly. You can say, “What can I do to solve this problem?” Please help me by naming three things. It could be a misunderstanding of coverage, premium costs, or bad advice from a relative. Don’t delay in resolving the issue. I rename problems to misunderstandings. Service satisfaction means that you have a client who is more satisfied than ever before. You can turn a complaint into an opportunity to sell if you offer the right support. You could simply increase term insurance premiums. In this instance, you can offer a cash value as well as a term insurance solution.
It’s great to develop selling skills so that you can create new policies for new clients. However, you must remember that this is just the beginning of the food chain for an aggressive insurance agent. Your customers will be treated with the highest quality mail and email support to keep them away from the wolves. Your existing customers will be your top clients for insurance.
