Marketing to Current Clients

[agentjhc]

What type of systematic contact do you all use to stay in contact with your clients?

 

[Guest]

What type of systematic contact do you all use to stay in contact with your clients?

the title of your thread asks one question, your first post, asks a different kind of question.....

These are two completely different items you are asking about.......

 

[agentjhc]

Posted question. Not sure how, or if, I can change. What type of things do you send out and how often?

 

[WinoBlues]

Posted question. Not sure how, or if, I can change. What type of things do you send out and how often?

Just finished an appointment with a current client. Added $500,000 GUL on her. Added 15,000.00 of Monumental to mom's old Monumental policy. Writing 3 20pay GULS on her college aged kids. Quoting their father a term policy and writing a GI on an Uncle.

All from an old sub agent's orphans. Mostly just a note on the annual report and a quick phone call every couple years. There have been at least 3 other agents in these homes. Not one has ever called them after the sale.

 

[Guest]

Just finished an appointment with a current client. Added $500,000 GUL on her. Added 15,000.00 of Monumental to mom's old Monumental policy. Writing 3 20pay GULS on her college aged kids. Quoting their father a term policy and writing a GI on an Uncle.

All from an old sub agent's orphans. Mostly just a note on the annual report and a quick phone call every couple years. There have been at least 3 other agents in these homes. Not one has ever called them after the sale.

THE MASTER!

newbies, Take notes......THATS HOW YOU DO IT!

 

[tins]

Just finished an appointment with a current client. Added $500,000 GUL on her. Added 15,000.00 of Monumental to mom's old Monumental policy. Writing 3 20pay GULS on her college aged kids. Quoting their father a term policy and writing a GI on an Uncle.

All from an old sub agent's orphans. Mostly just a note on the annual report and a quick phone call every couple years. There have been at least 3 other agents in these homes. Not one has ever called them after the sale.

Just the other day I was thinking, I sure hope Wino does well this week. Seems like the Big Guy listened to me. I'll send you a PM of where to send my half of the commissions.

 

[WinoBlues]

THE MASTER!

newbies, Take notes......THATS HOW YOU DO IT!

Thanks but, the rest of the story. I have been joting those notes and making those 3 minute calls for about 7 years. To her.

On the other hand, she called me to ask if I would sell her more. I will be working this thread of leads, through the benes for the next few months.

BTW, thanks to VOL for the GI quote by GTalk.
Working a book is a process. It is the way I was taught to do it.
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Just the other day I was thinking, I sure hope Wino does well this week. Seems like the Big Guy listened to me. I'll send you a PM of where to send my half of the commissions.

Spending it at the moment at an Irish pub, sorry.

 

[Mark]

Posted question. Not sure how, or if, I can change. What type of things do you send out and how often?

Birthday Cards and then follow up with a phone call to wish them a Happy Birthday and also to see if their insurance needs have changed.

Also signup for Constant Contact.

 

[Cory]

I agree with Mark. I DID send birthday cards AND Xmas cards, but everyone gets Xmas cards... bday cards with phone calls stick out. Also if during a conversation I pick up on special dates like anniversaries, significant business events, etc. I make note and kind if build a drip of constant contact. Sounds like Wino has the system down.