Boost Retention And Referrals In Your Insurance Agency

u have ever stayed at a nice hotel, then you haveemail addresses and first names to your account as
probably seen the hotel’s Concierge. The roleyou collect them. Over time, you will find that you will
of the Concierge is to assist guests with informationcontinue to broaden your reach to more and more of
and service to enhance their stay. What wouldyour book of business. In essence, it becomes more
happen if you took the idea of the Concierge andvaluable to you as times goes by.
applied it to the way you service your agencyHere are some ways that you will have your clients
clients?earnestly giving you their email addresses while at
I have no doubt that you currently provide excellentthe same time providing your clients a Concierge
customer service to your clients. If you are readingAgency Experience. Keep in mind that everyone
this article, then it must be important to you as anoperates from the mindset of
agency owner. As you read this special report,“what’s in it for me?” That is
you’ll discover some techniques that will havesimply human nature. The secret to creating the
your clients exclaiming praises such as “YouConcierge Agency Experience is by using your
are by far the best agency I have ever workedcustomer’s email account to make their
with!” more than they already are.interactions with your agency more effective and
It goes without saying that the stronger yourefficient. Here are some examples.
relationships are with your clients, the less• Your customer calls your agency to add a
price-sensitive they will be when the company thatcar to his policy. Even though you know that he will
you represent endures a price increase. Sincereceive a new ID in the mail, you offer to email him
increasing client retention and referral business areone right away.
some of the key ingredients for agency growth, it• Your customer calls to make a payment
makes sense to make an effort to nurture yourover the phone with her credit card. Rather than give
existing client relationships with some kind ofher the reference number for the transaction over
dependable and automated process.the phone, you offer to email the confirmation
Gone are the days that you have only snail mail andinformation to her so it is stored in her email account
outbound phone communication as options to stay inwhere she can easily find it if she needs it.
touch with your clients. In fact, email marketing has• Your customer calls to get a quote on a
become more popular than ever across mostcross line policy. You offer to email the quote for him
industries. With good reason. It works. It allowsto view.
businesses of all sizes to stay in front of theirYou get the idea. The point is to identify the
customers. The good news is that there are somerequests that your customers make and think of
programs that allow you to create your own clientways to provide it to them with the use of their
email communication. The bad news is that it takesemail address. This makes their agency experience a
considerable time and energy to keep up with theConcierge Agency Experience.
demands of publishing email communications on aOnce you tailor this to your agency, you will find that
consistent schedule to yield the results that you areit is rewarding to see your agency’s email
looking for.contact list growing quickly. This will fuel your account
With email marketing, you now have the commandlist to automatically keep you in front of your clients
of a tool that provides your clients with emaileach month so that you can continue to create value
marketing campaigns that look as if they have comefor your clients.
directly from you. Best of all, there are services thatIn the end, clients who feel like they are getting
do 98% of the work for you. All you do is input yourvalue from your agency will stay and they will send
agency’s contact information and upload youryou their friends and family.
pictures. From there, simply add your client’s