What Are Clients Looking For In An Agent?

A recent study by a leading insurance research firm showed something we have been saying for years. That is, when it comes to insurance buying most people are not just looking at price. There are many factors that will lead a person or business to select their agent.

Here are some of the factors clients consider when shopping for insurance:

1. People want to be educated about risks they face.
2. Customers want their agent to ask questions about their family and business.
3. Clients want to connect with, and be cared for by, their agent.
4. Business owners want a partnership, not a salesperson.
5. Most people want assurance their coverage needs are met, not just “sold” a product.
6. Clients want to understand how their insurance works.
7. Clients want good communication with their agent.

Price is part of the process, but less than 20%, according to Yana Glezina the director of brand and communications at Rocket Referrals, a leading insurance communications platform based in Des Moines, Iowa.

Here are ways to improve communication with your clients:

• Return calls the same day.
• Educate—do not sell.
• Text clients who are not into email or phone calls.
• Send your clients thank you notes and birthday cards.
• Be available when clients reach out randomly with a question.
• Reach out to your clients with meaningful and timely content.
• Respond to good and bad reviews.

If you are doing these things, then you are on your way to developing a true partnership with your clients.

Slevin Insurance Group is located in Plainfield IL (serving Naperville IL, Oswego IL, Romeoville, Lockport, Chicago, etc.) and is independently owned and locally operated to handle your insurance needs. We believe that local insurance agencies can best serve your insurance needs. As your local insurance agency, we will assist you in finding just the right combination of tailored, personalized insurance coverage at just the right price.

We invite you to complete an online quote or call us to review coverage options for auto insurance, home insurance, life insurance, health insurance, business insurance, commercial insurance, renters insurance, boat insurance, and more. We provide free, no hassle and no obligation quotes to let you see what we have to offer.

This entry was posted on Friday, February 26th, 2021 at 11:14 am and is filed under Auto Insurance, Business Insurance, Employment Liability, Home Insurance. You can follow any responses to this entry through the RSS 2.0 feed. Both comments and pings are currently closed.