So, you want to be a Badass Agency Business Owner? There is one major thing that will make you a major differentiator in your Agency and with your Clients…THE ANNUAL CLIENT REVIEW! You and I are all competing against the Direct To Consumer Model and we can and do still win when we put our Clients first and have systematic, calculated recontact with them. In this message today I outline 3 Powerful Reasons for the Client Annual Review!
- 1-800-CHEAP-INSURANCE won’t do this. Their internal system is not built to provide a systematic one touch point of contact with the clients to offer Client Reviews!
- JUST Offering A Review increases Customer Satisfaction and Client Retention
- Reviews uncover opportunities and Referrals!
For almost two decades in this Industry with 100% of my experience in the Agency based model of Insurance sales and Agency Development I have heard more times than I would like to count this question, “What is the best source of leads to purchase for my Agency?” Now I understand that if you are starting from scratch you need to generate New Business leads and Sales and I discuss this topic in many different outlets within Agency Elevated. Yet, for established Agencies the better question should be; “How can I best nurture my current clients and provide the best value for their Insurance dollar?” A systematic, measurable process of reaching out to Clients for annual reviews and uncovering needs and opportunities can sustain and ELEVATE your Agency. WATCH THE VIDEO ABOVE FOR SOME KEY TIPS!! Use technology to your advantage, send out a Video Email, Text them a Personal Message, Call them on Facetime. Think like a consumer and serve their needs the way you wish you could be served!!
John Lucero, is a successful business owner with over 20 years of experience in multi-line insurance agency operations for several major National Brands. With an expertise in Recruiting, Educating, Coaching, Developing and Product Knowledge, his passion and drive to ELEVATE Insurance Agencies to higher levels of success is what keeps him inspired about the future and motivated about making a difference.
