The way you position your agency's brand in the marketplace has a lot to do with the way you position your customers within your business. If you treat them just as accounts, then the likelihood is they will treat you with little regard as well. They'll jump ship the minute something better arrives.

If you want your agency to stand out in the crowd, you need to demonstrate what that uniqueness means to your clients. Show a true relationship with them, not just a knowledge of their needs and preferences. Then your policyholders won't have to find a reason to stay with you even if a new agency comes along to lure them away.

Two things solidify your relationship with insureds beyond just providing great products: good pricing and excellent service. You need to gather as much data as you can on your clients' likes and dislikes, preferences and lifestyle. Understand how to connect with them in a manner that supports their needs, not yours.

Knowing your client will not only improve the way you communicate, but will also allow you to target your messages to their specific interests. For example, it makes little sense targeting homeowners' messages to renters or to push Auto insurance information to boat owners. Taking the time to segment your list and deliver messages appropriately demonstrates your respect for your clients and the limited time they have.

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Provide omnichannel service

Delivering a seamless customer experience is difficult to achieve, but can be done through true omni-channel service. Deep linking and big data mining have been the beacons of achieving engagement and personalization. But that ever-illusive seamless integration of channels to provide that consistent and connected customer experience from start to finish, anywhere, any time and any way is the current goal for companies of any size.

Mobile is even more of a primary aspect in a consumer's shopping journey than it once was; it's also a key point for interacting with the brands with which they do business:

Omni-channel customer service isn't easy, and for some vendors, their interpretation of its meaning is narrowed by their particular slice. A recent study from eTail shows that 71 percent of retailers polled are using data to improve personalization and predictive marketing, while 54 percent are coordinating user experiences across channels including in-person, online and mobile.

Even the biggest of companies are missing the mark most of the time. For medium-size businesses, it comes down to availability and affordability of the technology, which can be outside their budgets. For the small businesses, it's still a matter of cost, but some avoid that issue by outright elimination of some channels.

That's certainly one method of streamlining the customer service experience, but agencies have to understand that consumers are demanding a multichannel connection. If you can't provide it with a seamless workflow, be ready for them to take their business elsewhere.

Rick Gilman, APR, CMP, is president of South Orange, New Jersey-based communications and public relations consulting company APPsolute Marketing. Contact him at [email protected]

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