Relationship Management: Insurance is a Relationship Business

“The relationship between you and your agent is the most important part of [the] insurance and risk management process.” – Perk Reichley, Reichley Insurance of Dayton, Ohio.

We hear the term customer relationship management thrown around all the time. At its core, relationship management is your approach to manage all interaction with current and potential clients. And relationships are the way in which two or more people are connected, or the state of being connected. Relationships matter. In fact, they matter a great deal more in business than you might expect. Which is why you’ve heard too many times to count that “insurance is a relationship business.” If you Google that exact phrase, you’ll get over 18,000,000 results! It’s important to remind yourself of that phrase and make sure you’re not letting your network fall by the wayside. It’s the lifeblood of the business and the quality of relationship management will keep clients coming back year after year.

The goal of any insurance agency is to secure those sought after long-term relationships with their clients. It’s the driving force and mission to retain as many clients as possible and for as long as possible. Insurance agents aren’t just in sales, they’ve become trusted advisors and mentors, and it’s the way clients are treated that keep them coming back. You know that clients have no shortage of options, so why should they choose you? Knowing how to successfully build and maintain relationships with clients can make or break you.

Engaging with your clients with personal messages that are relevant to their unique needs and situations will create relationships that last. Effective relationship management means client engagement—and that’s a HUGE differentiator for you in the insurance business. It can be difficult since client engagement takes a lot of time and is resource intensive, but the long-term results are well worth the effort.

Here are 3 quick tips to stellar relationship management with your clients:

  • Communicate. The key to building and maintaining relationships is through communication. Whether it’s in person, on the phone, texting, social media, staying in touch and keeping clients in the loop about any changes to your business, discounts or advantages you can provide will be beneficial.
  • Be an Invaluable Resource. Build trust and loyalty with clients by becoming a trusted resource on all topics relevant to your industry and each person’s unique needs and situation.
  • Be authentic. People will do business with authentic people. Show your clients that you value them by maintaining an open and honest relationship. Be authentic and cultivate a trusting relationship and you’ll see client loyalty and satisfaction grow.

Client Focus – Remarkable Relationship Management Tool

“Overall, our rapport with our clients has improved tremendously as a result of the Client Focus program. We are touching base with people that we have not been able to get a commitment out of in forever.” – David Brown

Client focus efficiently and effectively drives your ability to connect with clients on a scale that typical office staff cannot match. We put more clients in front of you more often so that you can focus on building trust and fulfilling their needs.

Relationships = Revenue. With Client Focus’ professional call center and cutting-edge technology, we specialize in driving results better, faster and with dramatically lower costs and time spent for you. We spark client intimacy allowing you to reconnect with your clients and stay connected.


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 | January 04, 2018 | building relationships |
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Client Focus Corp
1017 S Gilbert Rd #211
Mesa AZ 85275-0928

Phone: 800.253.1362

Web: clientfocuscorp.com