Writing a policy is just the beginning of an agent’s relationship with a client. To remain the agent of record, insurance professionals must continue to provide value to their clients through communication, ongoing support, and service.
Build Strong Client Relationships
Clients want an agent they can trust. Insurance is an important life and financial decision, so finding a professional who is trustworthy, communicative, and informed is crucial to consumers.
As an agent, taking the time to understand your client’s needs, answer questions, and explain coverage helps establish a solid relationship that lasts beyond the initial sale.
Remember the ABCs: Always Be in Contact
As an agent, make use of any form of communication you can: texts, phone calls, virtual meetings, and emails. Staying in consistent contact shows your client that you are available whenever they need help.
Agents should regularly be checking in with their clients, providing important policy reminders, answering questions and monitoring policy information through available carrier tools.
Proactive service also helps prevent coverage issues. For example, if a client’s premium is overdue and a policy is approaching the end of its grace period, reaching out could give the agent an opportunity to help resolve the issue before the policy lapses.
Continue Earning the Relationship
Once you have established the relationship, your work doesn’t end there. To remain the agent of record, remain involved. If a client feels you are hard to reach or not communicative, they may very well choose to work with another agent.
So, instead of directing clients to a carrier website or Healthcare.gov, make an effort to answer any questions your client may have and help them navigate their coverage when possible.
The key to remaining the agent of record is simple: stay connected, provide excellent service, and continue earning your client’s trust.
Agents
We hope that this information on remaining the agent of record is useful to you.
If you found this information helpful, you may also want to check out this article: What Your Insurance Agent Can Do | Empower Life Insurance & Financial
Empower Brokerage is dedicated to helping you make informed decisions about your health and finances. Whether it’s through webinar training, one-on-one calls, seminars, or marketing plans, we want you to be successful!
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