The new year is a great time to focus on how best to meet the insurance needs of your current and potential clients.
Here are 6 insights that are sure to give your sales a boost:
|1. Understand why clients complain.
Some agents may unwittingly create conditions that result in client complaints, either directly or on social media. It can come as a surprise. "I just don't understand it," one agent said. "I thought we had a good relationship."
Winning an account is a form of courtship. It's a time when agents are particularly attentive, wanting their prospects to feel special. Then comes the hand-off to an account manager. "Betsy is the best," the agent says. "You'll really like her. But if you ever need anything, just text me."
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