Keeping In Touch With Final Expense Clients ?
- Thread starter JFG
- Start date
- 26,093
Re: Keeping in Touch?
Agents not keeping in touch, puts business on my books. So I think that they should not do it. Concentrate on new business only.
Agents not keeping in touch, puts business on my books. So I think that they should not do it. Concentrate on new business only.
- 1,311
Re: Keeping in Touch?
Absolutely. Done correctly, it brands you in their mind. Seniors always hear of someone having trouble with a doctor, premium increase, etc. as they're sitting around discussing what surgeries they need, etc. This is a great time for the branded agent to come up on conversation IF they've kept themselves in front of the client all this time. It keeps your existing business on the books and brings a flood of referrals.
Best way to do it is the automated, yet personal way of sending a card once a month. There's nothing better... in your own handwriting, talking about relevant, timely issues, and pictures of your family and/or agency don't hurt either. BRANDING.
Absolutely. Done correctly, it brands you in their mind. Seniors always hear of someone having trouble with a doctor, premium increase, etc. as they're sitting around discussing what surgeries they need, etc. This is a great time for the branded agent to come up on conversation IF they've kept themselves in front of the client all this time. It keeps your existing business on the books and brings a flood of referrals.
Best way to do it is the automated, yet personal way of sending a card once a month. There's nothing better... in your own handwriting, talking about relevant, timely issues, and pictures of your family and/or agency don't hurt either. BRANDING.
- Thread starter
- #4
- 1,311
Re: Keeping in Touch?
No.. sorry I wasn't too clear. I meant for the Medicare Supplement clients. They are, in my experience at least, 100 times more likely to bring referrals consistently and, as the earnings from their relationship never seem to decrease, it's in our mutual interest to stay close.
No.. sorry I wasn't too clear. I meant for the Medicare Supplement clients. They are, in my experience at least, 100 times more likely to bring referrals consistently and, as the earnings from their relationship never seem to decrease, it's in our mutual interest to stay close.
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