What should insurance agents do before going on vacation?

Here are the do's and don'ts of telling your clients you will be away.

Giving your clients advance notice you will be on vacation is another way of showing your value. (Photo: Shutterstock)

You work hard. You deserve time off. Telling your clients is both a courtesy and a humanizing factor. It’s tough telling all your clients, but your core group of active clients should get some personal contact.

Related: How to keep your insurance agency running smoothly during employee vacations

Do’s:

Here’s an observation from a 1989 trip to France. The market dives. We are watching French TV. We don’t speak the language. I figured out if the financial news showed people at screens and keyboards tapping away, the market was OK. If it showed people on an exchange floor throwing their hands in the air and screaming, things were not OK.

Don’ts:

Giving your clients advance notice you will be on vacation is another way of showing your value. You are letting them know you pay attention to the relationship. When you explain how coverage works, clients should assume you stay on top of things personally the rest of the time.

Related: Travel insurance increases in popularity for tourists

This article first appeared on ThinkAdvisor.com, a sister publication of PropertyCasualty360.com. Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry.