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.
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