How a Strong Team Dynamic Can Positively Affect Your Insurance Customers

How close is your insurance team? You most likely have a set of agents who are committed to helping protect the community. But is that all they have in common? When it comes to servicing your clients, everyone should be on the same page, no matter what types of personalities are mixing within the office. Creating a strong team dynamic can positively affect your insurance customers, as long as you are dedicated to cooperation. The success of your insurance agency is largely based on your employees and their ability to work together as a team. Keep in mind that this doesn’t happen overnight. It takes a lot of work to get individuals all operating as a unit.

To get the process started, here are some tips to help everyone in the agency become a functioning team:

  • When talking to clients, use phrases such as “we believe…” or “our recommendations include….” This tactic encourages teamwork and shows that the entire organization is thinking about the client.
  • When individuals know what their role, responsibilities, and expectations are, there is less competitiveness, opening up a path for good team playing and success.
  • Encourage creative thinking from all levels of your agency and give credit when it is due. This can help develop a teamwork-based culture.
  • Promote an atmosphere of learning and education. Take advantage of opportunities to train and educate your employees in best practices.
  • Get to know each other on a more personal level. Have social gatherings that are not company-sponsored so nothing feels forced. This way, your agency can become a true family. Building a strong team dynamic requires dedication from your entire agency. Remember that the customers come first, and your commitment to creating a united front will only benefit their needs more. Once your employees are heading down the same path of success, your community will notice. They may then become more loyal to your business and inspired to see that true teamwork can be achieved.


About the Author: Bob Mucci is the VP of Massachusetts-based Wolpert Insurance. As a leading local insurance agency, Wolpert Insurance specializes in providing Massachusetts insurance consumers with reliable commercial trucking insurance, moving, and storage coverage, movers insurance, garage insurance and effective risk management solutions.

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