As usual, was just a bit curious to know what troubles an insurance agent face in his/her day to day work...
Total Comments: 2
Posted: Thu May 02, 2013 06:46 am Post Subject:
I think the biggest trouble for any insurance agent is to convince the people for taking policies.Its a really very big job to understand them the importance of insurance.
Posted: Wed May 29, 2013 04:12 pm Post Subject:
I would think there are actually several areas that give new agents the most trouble. The first, I'd say, is Prospecting. Those who did business in the old days, recall the long nights making cold calls, working to develop relationships with our clients and asking for referrals. We didn’t have lead systems and call centers making appointments for us.
Plain old Customer Service is another difficult area for new agents. “Do you mean that after I sell a policy and generate a commission, I actually have to stay in touch with these people?” Uhhh, yeah, that’s correct – that’s what the most successful agents do. Can you imagine how boring it must be to sit down and send out birthday cards (at your own expense) each and every month? How about making phone calls to your clients – just because? “I didn’t call you for anything important at all; I just wanted to say Hi and see how you’re doing. Let you know I’m here if you need anything.”
Placing yourself in the client’s shoes and doing what’s right is another very important area. I once told a reporter from 20/20 that 40% of all agents would steal money from their grandmother. These agents are crooks, are out to make a quick buck, and don’t care about anyone other than themselves. 59% of those left are the most caring, honest, thrifty, brave, clean and reverent agents ever to bless a kitchen table with a briefcase. These agents will not, however, take any responsibility for helping to police the 40%. “It’s not my job to turn in the agents in my office who are churning policies, pocketing premiums, forging signatures or committing other types of fraud. That’s the company’s problem – that’s why we have a legal department. Just leave me alone and let me sell policies.”
Posted: Thu May 02, 2013 06:46 am Post Subject:
I think the biggest trouble for any insurance agent is to convince the people for taking policies.Its a really very big job to understand them the importance of insurance.
Posted: Wed May 29, 2013 04:12 pm Post Subject:
I would think there are actually several areas that give new agents the most trouble. The first, I'd say, is Prospecting. Those who did business in the old days, recall the long nights making cold calls, working to develop relationships with our clients and asking for referrals. We didn’t have lead systems and call centers making appointments for us.
Plain old Customer Service is another difficult area for new agents. “Do you mean that after I sell a policy and generate a commission, I actually have to stay in touch with these people?” Uhhh, yeah, that’s correct – that’s what the most successful agents do. Can you imagine how boring it must be to sit down and send out birthday cards (at your own expense) each and every month? How about making phone calls to your clients – just because? “I didn’t call you for anything important at all; I just wanted to say Hi and see how you’re doing. Let you know I’m here if you need anything.”
Placing yourself in the client’s shoes and doing what’s right is another very important area. I once told a reporter from 20/20 that 40% of all agents would steal money from their grandmother. These agents are crooks, are out to make a quick buck, and don’t care about anyone other than themselves. 59% of those left are the most caring, honest, thrifty, brave, clean and reverent agents ever to bless a kitchen table with a briefcase. These agents will not, however, take any responsibility for helping to police the 40%. “It’s not my job to turn in the agents in my office who are churning policies, pocketing premiums, forging signatures or committing other types of fraud. That’s the company’s problem – that’s why we have a legal department. Just leave me alone and let me sell policies.”
The 1% left are the ones I want working for me.
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