In this ever changing, technology advancing society that we all live in all Industries are being impacted, and Insurance is no different. 1-800-CHEAP-INSURANCE, or “15 Minutes Could Save You 15%”, or “Flo, great actress but not sure she has ever sold insurance, especially Face-To-Face.
There are many ways that we can continue to strengthen the Agency facing Value Proposition in our Industry. Today, though I want to share with you the #1 value you and your Team can present to your clients: THE ANNUAL POLICY REVIEW!
1-800-CHEAP, The Lizard and “Flo” are not calling their clients and offering and performing “Annual Reviews” Yet, you can and should be doing this for each and everyone of your clients! Communication, knowledge, understanding are vital. Communicate rate changes both POSITIVE and NEGATIVE, changes in Products, upgrades to Products….BUT MOST IMPORTANTLY FIND OUT WHAT HAS CHANGED FOR YOUR CLIENTS!!! If you want to win against Online Insuretech Companies, 1-800 Providers, apps etc. you must be offering and completing Annual Reviews WITH EVERY CLIENT!
THOUGHTS TO PONDER TODAY: Do you have an Annual Review Plan? Who is responsible for tracking and completing? When is the last time you contacted your clients NOT TO TRY AND SELL THEM SOMETHING ELSE, but to review their changes and needs? When is the last time you called a client just to say, Thank You For Being My Client and How Can I Help You Today?
This topic is covered as well in the 5-Week “Elevate Your Agency” Course that is launching January 14th, online and on-demand.
CLICK HERE TO REGISTER AND GET IN AT THE LOW INTRO. OFFER!
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.
