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Form letter after the sale... saying I will follow-up. (small hand written note at bottom)
I deliver most of my policies - I place 2 stickers on each: one with my contact info, the other with clients name and policy number.
Letter after delivery.
Ever so often a birthday card or quick phone call when in the office.
You have to have a system that will fit how you do business... most agents do not follow-up and that business needs to be solidified some way.
Also, I have in the past few years, been placing a magnetic business card on the the fridge after I have filled out the app. "Mildred, I am going to put my business card on your fridge so that you will see me each time you go to get some ice cream." I use that same line almost every time.
Each step is awesome!
Agents can learn from this . . .