Build Trust With Your Customers

Become a Referent

They say, “Knowledge is power”. Well, imagine you have such a deep understanding of how insurance works that you can handle almost every issue a client may have. Amazing, right? This industry needs referents, and if you’re ready to become one you’ll make the difference.

Agents that know what they’re doing, constantly educate themselves, give qualified advice, and take care of their customers, not only have a strong presence but also lead in this complex and sometimes a bit overwhelming world. Remember, people get insurance to protect the ones they love the most, while they keep their most valuable investments safe. You’re the one who can make it happen!

Understand Your Customers’ Needs

Clients rely on your expertise to guide them towards their ideal coverage, don’t take it lightly. While the temptation to focus on sales may be present, you must prioritize customer satisfaction and long-term relationships above all. One wrongful sale has the power to cause heavy losses in the future.

As we said, a single sale can make you lose potential or even recent happy clients. It can also bring out negative reviews. Therefore, taking the time to truly understand your customers’ unique needs and ensure they comprehend the intricacies of each product, including exclusions and limitations, is crucial. Remember, building trust and maintaining strong business relationships is the gem behind every customer service effort, regardless of whether they choose to work with you, buy an insurance product, or not.

Make your Customers your Priority

“Clients come first”, that’s a great motto to keep in mind daily. Find here a few useful tips on how you can leverage it.

• Reply to your messages (ASAP!)
  Quoting a popular premise in the dating world, “If someone wants to see you, he or she will reach out”, in the insurance one it’s quite similar. If you care about keeping your clients happy and want them to genuinely advocate for your service, then you need to actively show that you care. Actions like replying to messages promptly, and getting on time to your appointments, are great ways to show it with actions, and not only with words, that your clients matter to you.

• Every question is important
  Making the time to answer questions, no matter how small they are, is a great move. Keep in mind that a lot of information you may be used to knowing, and even consider as “obvious” or “basic”, can be groundbreaking news for your customers.Taking the time to explain, and revise useful information if needed, not only helps your customers feel heard but also strengthens your relationship with them, enhancing trust in times of need.

• Keep your word
  It may surprise you, but salespeople, no matter how vast their experience is, or how high their adaptability skills are, many times have made the tiny mistake of selling the world and more! As we mentioned before, being trustworthy is key. So here goes again: keep your word, and you’ll be rewarded! Either by not being late, missing an appointment, avoiding unreliable promises, or selling something you’re not 100% accurate you can comply with, you will make the difference!

• Do claims’ follow up
  Providing prompt and efficient claims follow-up is crucial to delivering exceptional customer service. By diligently managing claims, you will be showing your commitment to supporting clients in their time of need. Regularly communicating with the insurance company and updating your clients about their claims processes, coordinating inspections, and ensuring timely processing of claims, are a few ways to showcase your dedication to resolving issues swiftly and effectively. Remember that claims can cause serious stress, if you prove how reliable you can be you’ll be making the difference.

Empower Decision Making

Providing all sorts of information to empower decision-making, ensures excellent customer service. Offering pros and cons checklists, sharing testimonials, giving key insights or tips, and showcasing budget differences are just a few ideas.

Moreover, when you’re presenting options from trusted insurance companies, and don’t pressure them to make an immediate decision, you’ll be showing your clients that you’re on their side. That’s another key move you can make when they need to select the best-suited insurance solution.

Conclusion

Going the extra mile to assist clients is simply the smartest choice when being an insurance agent. The insurance world’s currency is trust, and all you can do to make it flow in your favor will always help you more than you can imagine.

Being authentic, putting clients first, actively listening to their needs and questions, paying attention to detail, and giving resourceful advice, are simple yet huge actions you can choose to take every day. Remember, the most efficient customer service always has the most advocate customers. Be aware to keep that in your corner!