From ITC Agent Conference 2016...
Selling a policy is more than just presenting a quote. Learn the techniques successful agencies use to close the sale.
6. Requesting a quote
and finding policy
information are the
two most difficult
tasks among
insurance buyers.
Source: JD Powers & May 2013
Needs to be Easy
7. Customer Journey
Evaluate
Obtain quote, learn about
coverages, value
proposition and more.
Buy
Purchase policy.
Discover
Find and learn about
agency.
Renew or Leave
Client may shop around,
but decides to renew.
Advocate
Refers agency to friends,
family and colleagues.
11. What Are TouchPoints?
Areas of Interaction
• Lead source
• Method used to contact
the agency
Friends and family
Third-party referral
Website
Social media
Phone
Retail (walk-in)
Email
Consumer rater
Web form