Client Management is Key to Your Insurance Agency’s Success

Customer service is of the utmost importance in the business of insurance. It should always be at the forefront of your mind and what you strive to excel at every day. But you already know that. One of the best ways to provide that stellar customer service? Putting your focus on client management. This can help you truly solidify those relationships with your clients and therefore find success.

The customer’s perception is your reality..pngWhen a client is dissatisfied with their service, it typically is because they were expecting something far different from what they ended up getting. If you own an insurance agency, the reality is that every single one of your clients will show up with pre-existing assumptions. By understanding your clients better you can easily learn how to manage your client’s expectations and ensure that they have the ultimate positive experience.

In the insurance industry, or any industry for that matter, you should always aim to go above and beyond for your clients and strive to build sincere relationships with them.

Client management isn’t just about the use of technology, it’s a strategy to learn about your client’s needs and behaviors so you can have successful relationships with them. It helps you to manage every single interaction with your current and potential clients.

Your Quick Client Management Tips


The key to building and maintaining relationships is through clear communication. Whether it’s in person, on the phone, texting, social media, staying in touch and keeping customers in the loop about any changes to your business, discounts or advantages you can provide will be beneficial. Effective communication reinforces to clients that they’re a priority to you.

Be a know-it-all

By being an invaluable resource, you will build loyalty with customers by becoming a trusted resource on all topics relevant to your industry and each person’s unique needs and situation.

The customer experience is the next competitive battleground. _ Jerry Gregoire (1).png

Be authentic

People want to do business with authentic people. Stay true to who you are and what you do. Be human. Being authentic creates value and improves relationships with your clients.

Be realistic

It’s simple: be open and honest and realistic with your clients. Always under-promise and over-deliver.

Show them a highlight reel

If you’ve achieved something great for a client, tell them! Each time you highlight successes, position it in a way to make it impressive and relevant.

The customer experience is the next competitive battleground. _ Jerry Gregoire.pngThink of them as a new client

Take a step back and try to look at your clients with fresh eyes. Always keep your eyes on the fact that there is always a competitor out there who thinks they can do a better job than you. Don’t let that initial enthusiasm fade and make sure you treat each clients as if they were brand new all over again.

Remember, relationships in insurance equal revenue. Don’t look at client management as a burden, an annoying thing on your to-do list, or as a constant headache and stressor. It’s your ticket to meeting sales targets, generating referrals and building relationships that last. When your focus shifts to building relationships and effectively managing them, it will open so many doors  and definitely pay off in the long run.

Pivot Your Insurance Agency Towards Sustainable Growth Are you an insurance agent who feels that your agency is stuck? Is your team grinding new leads each month yet your agency never seems to grow? Client Focus has worked with thousands of agents over the past 15 years just like you. Our purpose is to help your insurance agency pivot onto a path to sustainable growth.

A Practical approach to building sustainable growth for your insurance agency



By Client Focus | March 06, 2018 | client management |
Comments Off on Client Management is Key to Your Insurance Agency’s Success

Related Posts

Subscribe for updates!

Related Posts

Insurance Agency Sustainable Growth

Contact Info

Client Focus Corp
1017 S Gilbert Rd #211
Mesa AZ 85275-0928

Phone: 800.253.1362

Web: clientfocuscorp.com