“Retaining policyholders is about demonstrating in every action that the person is most important to you—not their business,” Huling said in a recent webinar. “When an individual is asked who their insurance company is, the name that individual gives is Nicole or George or Sarah. You, the agent, are the company.” Here’s what you can do to bridge the emotional gap—and boost client loyalty along the way.
Here’s what you can do to bridge the emotional gap—and boost client loyalty along the way.
1) Make your existing clients your No. 1 priority.
2) Sign the right clients.
3) Be a mind reader, or at least act like one.
4) Give up the reins.
5) Communicate personally—from every angle.