1. What successful Agencies do to be successful!!!
Thisis whatI want to dowhenI growup. By George Loukoumis
Having a process in place is great; however are we consistently using it and improving it
often? Are we perfecting it?
1. Make out bound phone calls every day.
Working a list with clients' birthdays, cross sell and upsell opportunities.
Call clients and ask them to come into the agency for a review. (On Your Side Property
& Casualty Review or Financial Review). Do them over the phone ONLY if absolutely
necessary. Make it worth while for the client to visit your agency.
Have a way to welcome them, when they come in. Announce their name on a board. Offer
them a drink, coffee or soda.
2. Have a good reason to contact the client.. When a client calls or comes into the
agency do the following.
Verify that you have on file their correct name, address and phone number. Make sure
you have their email. Use their name at least three times when talking with them.
Always ask for referrals the correct way. (Ask me about that)
-Take these business cards and give them to everyone you know is NOT a correct way.
Who do you know that we can help? Gives us three names.
Reward the people who give good referrals with a gift card. Check with your
department of insurance for the max $ amounts and if OK to do this.
3. Measure success weekly.
4.Think and see the big picture.From Health plans for adults over 65, to Long term
care, to Life insurance and Annuities to Commercial and Farm Insurance to cyber
liability and equipment break down to personal Auto, Home, Scheduled items and
Umbrella. Cross sell diagonally and horizontally.
And many more....