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What NOT to do When Working With Clients

There are tons of articles out there telling agents what they should remember to do while on a client visit… but what about what not to do?

Here are 4 tips on things to avoid when working with a client.

Treating Your Clients like a Sale and Not a Person
Sometimes when you get caught up in the moment you just want to “close the deal” but when it comes to insurance that “deal” is actually a person. Insurance directly affects the well being of a person so it’s always important to remember to go into a sales meeting with the best interests of the client in mind, not with whether or not you’re about to make more money. This thought process can actually help create more business through referrals, because if your client is happy, they’ll want people to know.

Showing up Without Being Prepared
When you schedule a meeting you’re not only carving out a chunk of your own time, but your client’s time as well. They also have places to be or people to see, so showing up unprepared could easily be the primer of what makes them unreceptive to what you have to say. Taking the time to ask a few questions and do a little research beforehand could be the thing that helps you seal the deal.

Leaving out Information or Options
One of the biggest reasons an agent can face an allegation is because they didn’t thoroughly cover the plan options with their client and later their client becomes confused. It’s important to give the information as plainly as possible and also to leave all of the necessary paper work so the client has the information at their fingertips. The client is relying on you to help them understand their policy so by leaving out pertinent information you could be jeopardizing your relationship with your client and also the client’s health in general.

Forgetting to Complete a Follow-up
You’ve met with your client, you’ve figured out their needs, you’ve written the policy and now you’re done, right? Not exactly. Following up to make sure your client’s policy was approved is an important final step to securing your sale and making sure your client is insured and happy. Don’t go through all of the work just to fall flat at the last step by forgetting to make sure there aren’t any loose ends that need attention.

 

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