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Us P&C guys get pretty lazy with 3 or 4 thousand renewals coming in, but... last year I had the ladies start "calling" all birthdays on the phone. That's right, on the phone.. we dropped "cards" for personal phone calls!! Unfreaking believable response! Referrals are up, persistency is up, production is up...guess what... give it a try for a few months and see if it doesn't add a value to you as their agent. Or sit on your ass like we "had" been doing and get slowly eaten up by the guys who are out there looking for a way to provide extra value
Wow, that is so "old school"!
Regardless of what technology will let us do today it doesn't always mean that it should be done or that it constitutes providing "service", especially personalized service. Most people recognize all of the automated things for what they really are, a feeble attempt by a lazy individual to provide real, good old fashion service.
I almost consider it an insult when I get a generic birthday card from my State Farm agent. He doesn't know it's my birthday, the card is automatically sent out from corporate. If that's the best he can do then I would prefer not getting one.
I send personalized birthday letters with a cartoon at the top that I have designed, not cards. Each one is signed by me and many have a hand written note to my client on them.
If an agent wants to be remembered and build a relationship with their clients then he/she will do things no other agents are not doing. "Old school" techniques worked well back in the "olden days" and work even better today.
1manshow is the kind of agent I would want to do business with. Good job!