My friend [name of mutual acquaintance] suggested I reach out to you regarding your current insurance needs, and I wanted to take the opportunity to make myself available to you. Your clients WANT to feel they’re getting more value for their money. A comprehensive kit welcoming your client to their new insurance coverage will make a lasting impact on your relationship and the potential for future cross-over insurance sales and referral business. That’s why I recommend creating a formal Welcome Kit for new clients. It trains the client to be a better referrer of your agency. Posted in Agency Management, Customer Service, Lead Generation, Sales, Social Media. Let me guess, hereâs what your firmâs welcome packet looks like: Form letter with generic information supposedly written from the company president boasting about your 20+ years in the business, how you are a fiduciary, and all the success youâve had serving clients and how everyone loves you; A welcome kit expresses your hope to continue working together in the months and years ahead – and lets them know your services do not end with the enrollment or sale. This page should include background information on your insurance agency, as well as personal individual bios. Subscribe for latest software & carrier updates. Policyholder Resources . It should be personal, with specific reasons why they were hired. Your clients WANT to be a part of something special. Your social media presence will serve as a way to keep the connection intact, and will be a reminder of your services and your role as an industry leader. And if you WANT to keep your clients then you’d better figure out how to make it happen. Every additional paper you offer will dilute the value of each individual one. Make sure you are welcoming clients with professionalism, sincerity, and credibility with helpful information, valuable resources, and a clear commitment to your client. Perhaps you might pick out a certain way in which the em⦠But if you don’t establish a formal referral program you’re missing out on a huge opportunity – making it easy for your producers to talk about referrals with clients. Review federal and state regulations for incentives before you start any referral program promotions. I can’t blame them, the idea hasn’t been sold to them beforehand so it sounds like a sales trick. For instance, you may consider offering a reward if a client provides you with contact information for a friend or family member that purchases a policy or enrolls with you. - Marketing and Sales. Your contact page should include general business information, including your phone, email, and company website address, including any links to blogs you write or webinars you host. Once again, weâre happy to welcome you to the State Farm family. When would be a good time for you to discuss your specific requirements further? Communicate More Effectively Insurance clients expect good communication. If so, join thousands of agents who get exclusive Insurance Marketing Ideas and a FREE COPY of our eBook: 10 Actions to Boost Your Agency's Google Rankings Today. A single platform for health plan information including rates and benefit details. Magnets and pens may seem inconsequential, but when your brand is sitting on your client’s desk or refrigerator, they will be more inclined to call you with questions or additional coverage needs. Could you go through them during new business and avoid a lot of phone calls later on? My Insurance Letters works for you to make that contact and demonstrates to your potential client why you are the best choice for his or her insurance needs. Include work background, education, and pictures of your staff along with each member’s individual contact information and LinkedIn URL. Create a simple one-page sheet that explains your different social media accounts with URLS to each. Collection of insurance renewal letter template that will perfectly match your needs. Written by John F. Carroll on April 12, 2016. Below are instructions to assist you in selecting your County of San Mateo benefits. In the health insurance business, a comprehensive welcome kit can help you make that emotional connection with your new client. No matter how much your customers think they know what to do, they’ll appreciate a simple instruction list when something bad happens. 1) Use a few of the ideas here you like most to develop or enhance your new client welcome kit in the next week. Even if you just have a sponsor’s table at the annual pie eating contest put it on your list. Please advise. If you don’t want to create special cards, get a stamp that says, “Referred by _____” and stamp the back of your business cards. More positive online reviews helps you rank higher in Google. Insurance Letters. Create a simple one-pager that explains everything a client might need to know about referring your agency. Create a list of the most important phone numbers your clients may need. (this article would be a good starting point). This is a great supplement (not a replacement) to walking new clients around the office to meet everyone and it’s a great way to put faces on the agency for clients who might never see the inside of your office. 3) If you know another agent who wants better retention send them a link to this article. Client referrals can lead to an increase in individual, Medicare and/or small group sales. It’s funny how someone can spend thousands of dollars at your agency and walk away excited about a pen you gave them because it has a cool clicky thing. Assortment of renters insurance letter template that will completely match your requirements. for printing. Triad Business Journal Recognizes Parrott Insurance United Healthcare Updates: Premium Relief & New Digital Tool Michelle Wilson-Reynolds Joins Parrott Insurance Giving your producers something to talk about reduces the anxiety over “asking” for a referral because they’re not asking for anything – they’re just explaining the program. Customer Welcome Letter Sample. Find a wealth of content designed to help grow your insurance business. If your clients have any children or grandchildren, give them coloring books or other safety information for the kids. Also, the narrative makes Awayâs luggage feel thoughtful and bulletproof. You have signed an Agent of Record letter that allows us to service your polic⦠(Along with all the other marketing goodies you put in there.). The real value is to get clients to consider your recommendations more carefully. Welcome letter to new clients The business success not only depends on good management of company resources, but also on the quality of the products or services it offers. You’ll help clients solve their problems quicker and more smoothly which should result in better customer satisfaction. The primary objective of welcome letters is to boost the recipients' morale and to let them know that they are now an important part of the team. Consider setting up accounts right there in the office, or scheduling a time when they’re in front of the computer to walk them through the process over the phone. A tool that allows you to post quotes for all types of plans from multiple carriers. Dig into the Details If youâre like us and believe the biggest differences come from the smallest details, check out our regularly updated blog and case studies and whitepapers to read about the latest safety developments and cutting-edge risk control strategies. Excellent storytelling! Hmm…. Many brokers recognize the relevance (and success) of embracing innovation in their insurance sales business, but a welcome kit should be printed and presented in person or sent within the first 2 days after closing the sale. These design templates offer outstanding examples of the best ways to structure such a letter, and consist of ⦠A good time to send your new tenant a welcome letter is after both parties have signed a lease but before you hand over the keys. I would consider working with you to achieve your goals both an honor and a privilege. 1 - Personalized cover letter or email. I could also fit a lot of the above into a page or two but I don’t think that is possible. Itâs how you make someone feel when they come into your home that matters. It’s a lot easier to explain all the benefits of an Annual Policy Review during new business when the client feels no pressure toward setting an appointment. Do your producers have a hard time asking for x-dates? Sample Insurance Agency provides superior customer service and represents the top local and national insurance carriers. If you also wish to write a letter to surrender the LIC policy, you can use the sample Insurance letter of application to the branch manager for surrendering of LIC policy. The welcome letter helps the new employee feel wanted and welcomed. Before you begin the benefits enrollment process please review the County of San ⦠People are used to being asked this question so they won’t think twice. Chances are, your carriers aren’t going to require you to collect an emergency contact person for your clients, but it’s still a good idea. Tell your new employee why you are so excited to welcome him to the team.You may use this opportunity to personalize the welcome letter to the employee. This type of letter is used to manage the expectations of a new customer and provide him or her with maximum help required. January 1, 20XXMr. Get ⦠Your value lies not only in the products you sell, but in your role as a trusted adviser and knowledgeable source of insurance related information. As the buyer, you are entitled, and encouraged, to take title insurance as well. I realize there are numerous agents you might have chosen so I greatly appreciate the opportunity to fulfill your insurance needs. Put in the time, effort, and marketing dollars to designing a professional and informative welcome kit can result in referrals, product sales, and ultimately, an increase in your revenue. Or maybe you deliver all of this information in separate PDFs or emails to the client over the course of their first year with you…, very helpfull all of 25 tips are intresting and helpfull.Thanks. When writing a formal or organisation letter, presentation style as well as layout is vital making an excellent impression. 2) It doesn’t have to be perfect to start using it. This is someone youâre hoping to build a relationship with. If you donât already have a customized lease, you can use Zillow Rental Managerâs lease builder to create one (available in select states). Stay up to date on the latest in health insurance marketing and technology. Explain to clients how you handle customer service with specifics. 4) And Click the Like, +1, Tweet, or LinkedIn button so I know you want more information like this. Awayâs welcome email gives you five strong benefits and reasons to choose their product, reducing anxiety by offering a 100-day trial. 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