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C'mon Bob
Are you telling me that I should do this for all of my clients?.......
It might be resonable if I had 100 or less. But, realisticaly when you have clients that you don't even know you have (because your agency is doing their job and prospecting, filling the pipe with new names and running like a well oiled machine) this is impossible.
I can't tell you the last time I received an email from my dentist, doctor, attorney or CPA on the joys of fatherhood or how to fret a Gmin6 chord in the fourth position. Never happens - never will.
The only thing that you can do as an insurance professional is - recomend what you would do (based on their circumstances) knowing what you know.
Ahh this separates the men from the boys, the women from the girls and the insurance professionals from the guy that sells insurance. Not sure where this is coming from...... But, absolutely.
If a client is going to shop your agency for price - they will eventually leave your agency for price. If a client is looking for a blue widget and you have every color under the rainbow but blue (I hate it when that happens) they will eventually find the agency with the blue widget.
Being a professional in this industry means that you always conduct yourself as a professional..... and I'll bet you that the client that bought the blue widget from the other agency would have no problem referring you to every person she knows (that needs a magenta colored widget).
Get involved in her life, beyond insurance, and know more about her. Send her e-mails that might be of interest. Make her aware of upcoming events in her area, that has to do with something she is involved in, or a volunteer organization she may be interested in joining, or sharing.
Are you telling me that I should do this for all of my clients?.......
It might be resonable if I had 100 or less. But, realisticaly when you have clients that you don't even know you have (because your agency is doing their job and prospecting, filling the pipe with new names and running like a well oiled machine) this is impossible.
I can't tell you the last time I received an email from my dentist, doctor, attorney or CPA on the joys of fatherhood or how to fret a Gmin6 chord in the fourth position. Never happens - never will.
The only thing that you can do as an insurance professional is - recomend what you would do (based on their circumstances) knowing what you know.
Let me ask you: If you, HONESTLY, did not represent a line of coverage, and it had the best plan currently for her, would you recommend she take it?
Ahh this separates the men from the boys, the women from the girls and the insurance professionals from the guy that sells insurance. Not sure where this is coming from...... But, absolutely.
If a client is going to shop your agency for price - they will eventually leave your agency for price. If a client is looking for a blue widget and you have every color under the rainbow but blue (I hate it when that happens) they will eventually find the agency with the blue widget.
Being a professional in this industry means that you always conduct yourself as a professional..... and I'll bet you that the client that bought the blue widget from the other agency would have no problem referring you to every person she knows (that needs a magenta colored widget).