Do your clients say good things about you?
Before you can answer that question, you need to give them good things to talk about.
In a perfect world, your client says: "My insurance agent anticipates my needs," or "My agent goes above and beyond."
How do you do that?
Years ago, it was generally assumed that clients feel they're getting good service if they have meaningful contact initiated by their financial professional six or more times a year.
The key word is meaningful. Calling to sell them something doesn't qualify.
Calling, asking "how's the family," and getting off the phone doesn't count either.
What contacts are considered meaningful?
It might depend on the depth of your relationship.
Does a client only own one insurance product or several? The more products the client owns, the more reasons to be in touch.
Each of the products is worth a separate conversation. Perhaps two could be grouped, but that's it. You don't want the client to lose interest or get bored.
With attention provided at this level, your client should feel you're very proactive. That's a story worth telling.
For six other signs that you're providing great service, see the gallery accompanying this article.
Credit: sepy/Adobe Stock
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