In any small business, relationships are the biggest advantage there is… relationships with customers most of all.
Our industry is unique in that what we sell is not something people buy just because they want to.
Yes, wise people purchase insurance to protect the things that matter most to them, such as life insurance to protect their family’s financial security. But, most folks aren’t sitting at home on a Saturday night dreaming about updating their homeowner’s policy. It just doesn’t happen.
In many cases, people purchase insurance only because they have to; such is the case with legally required minimum auto insurance coverage.
Because of this unique nature, we must take extra steps to ensure that our customers continue to do business with us, not our competition.
I have found that focusing on relationships is the best way to get and keep customers, plus get them to refer their friends and family.
One of the biggest things to remember is this: Respond quickly and touch base often.
It’s simple, but easily overlooked. Everyone should constantly communicate with their customers, even sometimes just reaching out to say “Hi”.
With technology, it is easier than ever to touch base with your customers without disrupting their day – simply send an email.
One more thing -- when you receive a message from your customers, return calls and emails promptly. Try to never leave messages unanswered overnight unless you are waiting on more necessary information to follow up – and even then, at least let them know you have received their message and are working on their request.
Don’t forget this important but easily forgotten tip!