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How to be a Better than average agent...Which one do you disagree with? Which ones do you do. Which ones do you fail at?
How to be a Better than average agent...Which one do you disagree with?
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How to be a Better than average agent...Which one do you disagree with? Which ones do you do. Which ones do you fail at?
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The first video was taken down. the second video is the video.....enjoy.
Great video. I'd be curious about the equipment you used to shoot it and the editing software. Professional.
#1 - Have a professional voicemail.
I agree 100%. When I first started out one of my clients called me out on my voicemail not being professional enough. I'm happy they did.
#2 - Have a professional email address. Do not have gmail.com. Builds credibility
As a younger professional in the field I couldn't agree more. Unfortunately, a lot of the tenured agents are old school and do not know how to navigate that world.
#3 - Answer your phone as if you are working a 40 hour week.
If it is within the 9-5 hours of operation it is important to have someone answer. If you miss a call, which is bound to happen, then call them back.
#4 - Set expectations for your clients. They work on your time schedule not theirs.
Exactly. While watching this video I had a client call and ask about a potential claim. I recapped what we've accomplished so far in regards to reaching out to the carrier and reaffirmed what will we do moving forward. No confusion.
#5 - Be an insurance consultant. Explain the unique risks that the consumer may not realize.
I tell my agents this all of the time. We set ourselves apart in the industry by being coverage focused. Fortunately we are able to win on price too because we are an IA.
#6 - Make videos that are pertinent. Give valuable info. Puts a name to the face. Sets you apart.
One of our salesmen uses Zoom to quickly record him explaining the proposal. It takes him 3-5 more minutes to do it. It split screens the documents and his face. I know he has made money from this.
#7 - Vocalize your success you originally had with your clients. Review how you improved their policy when you initially wrote them.
Sometimes you have to re-iterate what you've done for a client. Kind of remind them. I had a client who we saved $4,000 by switching their auto and home. They called the next concerned about a $100 increase in price. We did a recap convo about what we did originally to retain their business and everyone was happy.
#8 - Program your clients into your phone.
Agreed. We are moving to a Comcast business solution and I'm hoping we will be able to do this moving forward. I'm going to ask.
Final thoughts
Great video - still would like to know your equipment specs. Good job keep them coming.
#1 - Have a professional voicemail.
I agree 100%. When I first started out one of my clients called me out on my voicemail not being professional enough. I'm happy they did.
#2 - Have a professional email address. Do not have gmail.com. Builds credibility
As a younger professional in the field I couldn't agree more. Unfortunately, a lot of the tenured agents are old school and do not know how to navigate that world.
#3 - Answer your phone as if you are working a 40 hour week.
If it is within the 9-5 hours of operation it is important to have someone answer. If you miss a call, which is bound to happen, then call them back.
#4 - Set expectations for your clients. They work on your time schedule not theirs.
Exactly. While watching this video I had a client call and ask about a potential claim. I recapped what we've accomplished so far in regards to reaching out to the carrier and reaffirmed what will we do moving forward. No confusion.
#5 - Be an insurance consultant. Explain the unique risks that the consumer may not realize.
I tell my agents this all of the time. We set ourselves apart in the industry by being coverage focused. Fortunately we are able to win on price too because we are an IA.
#6 - Make videos that are pertinent. Give valuable info. Puts a name to the face. Sets you apart.
One of our salesmen uses Zoom to quickly record him explaining the proposal. It takes him 3-5 more minutes to do it. It split screens the documents and his face. I know he has made money from this.
#7 - Vocalize your success you originally had with your clients. Review how you improved their policy when you initially wrote them.
Sometimes you have to re-iterate what you've done for a client. Kind of remind them. I had a client who we saved $4,000 by switching their auto and home. They called the next concerned about a $100 increase in price. We did a recap convo about what we did originally to retain their business and everyone was happy.
#8 - Program your clients into your phone.
Agreed. We are moving to a Comcast business solution and I'm hoping we will be able to do this moving forward. I'm going to ask.
Final thoughts
Great video - still would like to know your equipment specs. Good job keep them coming.
- Thread starter
- #6
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Logitech C920
Amazon product ASIN B006JH8T3S
Mic
Amazon product ASIN B00N1YPXW2
Tripod
Amazon product ASIN B00MT0SKAQ
Lighting
Amazon product ASIN B005FHZ2SI
About $250 for the package
It's all about content and connecting with your prospect/client.
Amazon product ASIN B006JH8T3S
Mic
Amazon product ASIN B00N1YPXW2
Tripod
Amazon product ASIN B00MT0SKAQ
Lighting
Amazon product ASIN B005FHZ2SI
About $250 for the package
It's all about content and connecting with your prospect/client.
- 205
Bubble Gum Insurance Agency.... has a nice ring to it.
I agree with everything here. I would also like to add and expand on just trying new technology and/or new SOPs even if it doesn't pan out. Always find ways to automate, always try to find better processes for you and your employees.
A lot of agencies think leveraging technology or creating SOPs makes an agency lose that "personal touch." I say it's the opposite, it means you can spend more time with your clients when they need actual help. Remember, your an insurance PROFESSIONAL and you shouldn't be stuck doing the day to day. But there is also no reason you can't automate the birthday and/or anniversary text/email, or the renewal e-mail to your client the second the renewal hits your AMS, or making a monthly newsletter letting them know any agency changes, law changes, or new blogs/articles you've written. It allows you to be pro-active (and look like a bad-ass) without lifting a finger in the day-to-day. It gives you more time to deal with actual problems that clients have that require your expertise.
We need to keep up with the likes of direct channels, like GEICO. We need to at least send those renewal emails, have an agency app, send a happy birthday e-mail/text. Because that is AT MINIMUM what the big, direct players are doing. In order to differentiate ourselves from the direct channel, and quite frankly most other [outdated agencies], we furthermore need to be able to be on the front lines when something goes wrong. We need to offer a better customer experience, and that includes being able to automate and having procedures on the backend so agents and/or CSRs have the time to do that.
We also need to stop going after the 50+ year olds with perfect credit that don't really need or expect this stuff. They are going to age out in the next 10 years. We need to start catering toward Millennial, Gen X, and Gen Y.
Holy ramblin'
I agree with everything here. I would also like to add and expand on just trying new technology and/or new SOPs even if it doesn't pan out. Always find ways to automate, always try to find better processes for you and your employees.
A lot of agencies think leveraging technology or creating SOPs makes an agency lose that "personal touch." I say it's the opposite, it means you can spend more time with your clients when they need actual help. Remember, your an insurance PROFESSIONAL and you shouldn't be stuck doing the day to day. But there is also no reason you can't automate the birthday and/or anniversary text/email, or the renewal e-mail to your client the second the renewal hits your AMS, or making a monthly newsletter letting them know any agency changes, law changes, or new blogs/articles you've written. It allows you to be pro-active (and look like a bad-ass) without lifting a finger in the day-to-day. It gives you more time to deal with actual problems that clients have that require your expertise.
We need to keep up with the likes of direct channels, like GEICO. We need to at least send those renewal emails, have an agency app, send a happy birthday e-mail/text. Because that is AT MINIMUM what the big, direct players are doing. In order to differentiate ourselves from the direct channel, and quite frankly most other [outdated agencies], we furthermore need to be able to be on the front lines when something goes wrong. We need to offer a better customer experience, and that includes being able to automate and having procedures on the backend so agents and/or CSRs have the time to do that.
We also need to stop going after the 50+ year olds with perfect credit that don't really need or expect this stuff. They are going to age out in the next 10 years. We need to start catering toward Millennial, Gen X, and Gen Y.
Holy ramblin'
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