6 Welcome Kit Ideas For New Insurance Customers
6 Welcome Kit Ideas For New Insurance Customers
In fact, making a sale is so very hard that agents often forget the most important section of developing a successful insurance agency: Developing a ROCK-SOLID relationship with every client. There's no better time forge that relationship and boost the lifespan of one's clients than soon after the intital sale, but it's an easy task to miss because it's so exciting simply to close the deal. That's why I will suggest creating a formal Welcome Kit for new clients. Traditionally, a pleasant kit is really a folder saturated in papers for you to explain face-to-face but it doesn't need to be the same as that. The purpose is simply to have something formal to walk every new client through all the most crucial things they should know as a customer of yours. Here's 6 ideas to get you started on building your brand-new customer welcome kit:
1) Conversation Checklist Create a simple one-page checklist of all the things you intend to discuss with each new client. (this article would be a good starting point) The checklist ensures everything is covered and also keeps the client engaged and receptive by outlining the info you're likely to cover. Use it because the introduction in the beginning and to review at the end.
2) Everything We Sell Sheet Unless your agency is like the Progressive commercials with shelves saturated in policies, your clients won't know what else you sell if you do not tell them. Why don't you allow it to be easy yourself? Produce a simple one-page sheet that shows all the various policies and products you sell. Show it to every new client, use it in their welcome kit, and take a couple of minutes to proceed through it. Here's a some of the benefits: You might produce a cross-sale right then and there. It can help you collect x-dates. It prepares the client for future conversations about additional lines. It prevents the client from buying another distinct insurance somewhere else. It trains the client to be always a better referrer of one's agency. It reinforces the concept as possible support almost all their insurance needs forever. Hmm&hellip ;.After discovering dozens of reasons I'm thinking maybe you must wear it a refrigerator magnet!
3) Referral Program Explanation I believe a lot of agents don't create an established referral program since it sounds complicated and they're confident they're already handling referred business well. That's fine, I'm sure you are. But if that you do not establish a proper referral program you're passing up on a huge opportunity – making it easy for the producers to share referrals with clients. Produce a one-page sheet that explains: The way you “reward” clients who refer you. The manner in which you handle the friends they refer. The forms of clients who you have the very best products for. Giving your producers something to fairly share reduces the anxiety over “asking” for a referral because they're not requesting anything – they're just explaining the program
. 4) The Client's Policy Documents If you print out your new clients actual policy (or application), they'll be more prone to hang on to the whole package. (Along with the other marketing goodies you add in there.) Inform them they may require it someday so use it in a secure place and don't throw it out
. 5) ID Card Holders I'm a cheapskate, but I don't think this can be a place to skimp. Acquire some nice ID Card Holders for your auto insurance clients. They're paying a large number of dollars and all they disappear with is a bit of paper. Put it in a nice package for them
. 6) Connect With Us Sheet I'd prefer your brand-new clients walk from your agency having already liked your Facebook page, followed you on Twitter, and connected with your staff and you on LinkedIn but that's not totally possible, is it? Create a simple one-page sheet that explains your different social media marketing accounts with URLS to each. As I've written before, don't just ask them to connect, explain WHY your clients should WANT for connecting with you.
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