Should Your Agency Employ a Virtual Assistant?
You probably spend lots of time looking for ways to be more efficient. You may even have invested in technology to help your agency grow, service policyholders, and generate leads.…
How an Agent Should Respond to a Department of Insurance Complaint
It happens to every agent and broker at some point in their career. Eventually, a customer will file a department of insurance complaint against you or your agency. While not…
The First 90 Days With a New Policyholder — The Customer Experience Matters
Your work as an insurance agent doesn’t end when your customer purchases their policy. In fact, the first 90 days with a new policyholder are a critically important time in…
How to Build Customer Trust and Authority as an Insurance Agent
Insurance is often misunderstood. Consumers often fear they will pay a lot in premiums and still struggle for coverage if they file a claim. Insurance agents and brokers have to…
It’s the Small Things: What You Should Focus On In Your Customer Service
As your insurance agency grows, you hope that your client base will spread the word about your business, leading to new prospects to help you expand even more.
10 Customer Service Tips to Improve Client Retention
How well does your insurance agency do customer service? Sometimes, it's the little things that make the biggest difference and improve client retention.