subject: Selling Insurance And Giving Customers What They Need [print this page] Selling Insurance And Giving Customers What They Need
When selling insurance good customer service is a key component to success in the insurance business. But what does "good customer service" mean in terms of selling insurance?Establishing good client relations, whether it is with a prospect or an existing customer, is a must for any agent. You do this by meeting with customers in person as much as possible. Your initial contact with them might be over the phone or through a website, but try to set up a face-to-face appointment. The way you interact with them personally can influence their decision on buying or renewing a policy. It can also affect your chances of getting good testimonials and references. Always come prepared to a meeting with customers. Learn as much as you can about their situation before the meeting and adjust your presentation or sales pitch to fit what you know about them. If you are meeting with a current customer, try to find out how you can improve or expand your services to him or her.Listen carefully to what your customers have to say. To give good customer service, you need to know what their concerns are and make sure that you are addressing them properly and promptly.Being on time for a meeting is important. It shows that you value your customers' time (and yours). Confirm the date and venue for the meeting by sending a reminder to your client, and minimize distractions during the meeting as much as possible.It helps to take down notes and asking questions during the meeting. It shows that you are interested in what your customer is saying. In addition, note-taking helps you better retain the information that you gather from the session, something that would be useful in future encounters.Make sure that you ask your customers if their contact information has changed, and to get the new data. This way, you keep track of your clients and know where to reach them even when they have moved or changed phone numbers or email addresses.Your meetings with customers should end on a positive note. They should feel that the meeting was productive and look forward to hearing from you again. It is often easier to call up customers than set up a personal meeting with them, but the latter can do a lot to maintain customer loyalty and good customer relations.With this kind of benefit, making the time and effort to meet customers personally will surely pay off.
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