Message Author
delicious-small Add to delicious
yahoomyweb-small Add to YahooMyWeb
blinklist-small Add to BlinkList
PostPosted: Fri Jun 08, 2007 6:10 pm   Post subject: AGENTS VS DIRECT  




Leave a quick message

Agent C

Joined: 06 Jun 2007
Posts: 53

23.17 Dollars($)

PostPosted: Sun Jun 10, 2007 7:08 pm   Post subject:   

Customer service satisfaction! I hear from so many of my clients that they never get a call back from their Agent, or they've never met their Agent in person. People like having someone who is "personal" with them, especially when they are spending so much money on their needs.

New member
Leave a quick message

Joined: 10 Jun 2007
Posts: 7

Location: Florida
3.61 Dollars($)

PostPosted: Wed Jun 13, 2007 6:43 pm   Post subject:   

Lack of Customer Service by agents only fuels the direct writers, especially those who leverage the internet for sales.

To combat this large advantage of economies of scale, agents have only a few tools to use and must use them all well.

The first is relationship building. This can be done by value added services, claims service and an overall customer-centric environment. You may also read through the popular and unconventional cross selling tips to enhance your chances. For example, the president of a business who write the P&C and Health for, will be less likely to move his personal auto and homeowners to a direct writer because the value of the relationship is worth more than a couple hundred dollars in insurance cost.

The other main tool used by an independent agent is the ability to quote multiple companies. This is seen as a very valuable service by customers.

New member
Leave a quick message

Joined: 12 Jun 2007
Posts: 8

Location: South New Jersey
3.57 Dollars($)

PostPosted: Sun Apr 27, 2008 6:49 pm   Post subject:   

The key Is building and maintaining a good relationship with exisiting clients. Always return their phone calls. There are several other things to do to to grow your business by cross selling and getting referrals. Keeping and growing existing business is a whole lot cheaper than getting new business. You will gain many more clients if you practice the following:

1. Always send a thank you card to every person you have an appointment with even if you don't make a sale.

2. Keep a list of client birthdays and send them a birthday card yearly, also Christmas cards. Enclose business card.

3. Send them a mailing at least quarterly. This could be a newsletter, useful info, or personal note. Always enclose a referral sheet and self adressed stamped envelope.

4. At every appointment leave business cards and a refrigerator magnet. "It is easy to loose a business card but hard to lose a refigerator"-RM

This is simple stuff but has worked like a charm for me. Once you cross sell or have their friends as clients you are much less likely to lose them to your competiton.

Hope this helped,


Forum Expert
Leave a quick message

Forum Expert

Joined: 26 Apr 2008
Posts: 231

Location: NC
3.93 Dollars($)

PostPosted: Sun Apr 27, 2008 7:30 pm   Post subject:   

Great ideas, thanks

Forum Expert
Leave a quick message

Forum Expert

Joined: 29 Mar 2008
Posts: 125

26.53 Dollars($)

PostPosted: Wed May 21, 2008 5:58 pm   Post subject:   

Agents should be trustworthy to clients and provide the best costumer service and after sales service. After selling and getting a commission from a sale, insurance agent should always go back to the client and develop a much better relationship. Insurance selling career is not only "income building" but it is more importantly "relationship building". The better your relationship with the client, the more referrals that you get and more potential clients can be found, which eventually means more income on your part.

Referral is one thing that keeps insurance selling alive.

Senior member
Leave a quick message

Joined: 12 Jan 2007
Posts: 239

8.16 Dollars($)

Quick Reply
Your Name
Message body
All times are GMT
Page 1 of 1

Get a Quote
Ask Community Experts

flash plugin

Quick Links

Must See


Hot topics in forums

Latest in blogs

    Connection Error: Connection refused