Building Relationships

[rousemark]

I don't know who told you that emotion has no part of this business from an agent standpoint but I am glad that person is not my agent. Many of my clients were strangers when I first sold them insurance but developed into friends over the years. But, even if that were not the case, the decent thing to do is to acknowledge the death of a clinet or their spouse with a sympathy card. JMHO

 

[Tylerstc]

You are a human first, insurance agent second. Send the flowers, you will have no regrets. It is reassuring there are still people like you that care...

 

[axeman462]

Thanks everybody, your advice makes sense, I guess I was over thinking it.
Got a card this morning and send it out today.

She also emailed me today, and wants to know what to do regarding his medicare benefits, if there is anything she needs to do. Aside from telling her to cancel his medsupp, is there anything she needs to do? such as contact social security or anything?
- - - - - - - - - - - - - - - - - -
Anybody knownif she needs to contact social security about his medicare benefits? Or anything else she might need to do?
Never had a client die, so im not really sure what the SOP is....

 

[Nelson C. Janney]

First of all you're human, Emotions are part of who we are. I believe someone else wrote you overthinking it, and you are. It only takes a minute to share your condolences, whatever they might be. But yes, you will in her mind, doing more than that. You will have a client for life and probably anyone she comes in contact with. Was it worth it??

 

[Kristin joy]

yes send card with tears...