Amigo MGA shares with you some of the best ways to maintain and grow your insurance company so that you can be a well-known provider throughout your location.

1. I N S U R A N C E A G E N C Y B E S T P R A C T I C E S
C R E AT E D B Y A M I G O , M G A

2. • There are many steps
to take when it comes
to establishing your
insurance agency as
one that your
customers would
recommend.

3. • Being willing to make sacrifices along the way is just one element towards
maintaining a well-liked, efficient, and effective insurance agency.
• Here are a few best practice tips to help your insurance agency gain
recognition throughout your area…

4. • First, always focus on customer service and satisfaction.
• A great way to keep track of your agency’s customer satisfaction, besides
calculating renewal rates, is to provide an informal survey that caters to your
customers’ perceptions and includes suggestions to help improve your service.

5. • Always remember to go
out of your way for
customers, and try to go
above and beyond their
expectations.

6. • Second, build a valuable staff with
well-educated, personable
employees that are not only great
people for your customers to
trust, but a pleasure to be around
in the office environment.

7. • You should also provide
training and tools your
staff needs to do their jobs
effectively with utmost
efficiency.

8. • Incorporate
leadership programs
and reward
employees when
they are showing
improvement and
helping your agency
meet its goals.
• Remember to
celebrate and keep
your workplace in a
positive environment.

9. • Third, be sure your agency has
a clear mission statement that
everyone who partakes in your
company knows by heart.

10. • This statement should be
the focus of your agency
and customers should
understand its meaning.

11. • Fourth, your agency
should be up-to-date
with technology.
• Many companies are in
a decline due not be
able to adapt to current
technological trends
and improvements.

12. • Technology is a necessity for
helping your agency grow,
keep customer contact, and
complete tasks efficiently.

13. • Finally, always seek for
continuous improvement.

14. • All companies
should be seeking
to improve at all
times - a company
cannot grow if it is
not measuring its
performance
against its past
performance (and
that of
competitors).

15. – A M I G O , M G A
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