by lisar1208 » Sun Mar 30, 2008 02:02 pm
Hi everyone,
I am new here and I have been reading the posts here and it seems like most of the people on here are independent agents.
My question is for the captive agents on this site, I am a new captive agent and I am wonder what your advice is as far as getting started.
Would you suggest it would be more profitable to go after the current book of business to cross sell products, work on getting new customers or both.
My position requires me to be in the office all week so I do not get to go business to business.
I am new here and I have been reading the posts here and it seems like most of the people on here are independent agents.
My question is for the captive agents on this site, I am a new captive agent and I am wonder what your advice is as far as getting started.
Would you suggest it would be more profitable to go after the current book of business to cross sell products, work on getting new customers or both.
My position requires me to be in the office all week so I do not get to go business to business.
Posted: Tue Mar 17, 2009 01:21 am Post Subject:
It is very important to expand your current book of business, but there are several ways you can do this! A call to current clients can be a very warm introduction (and an easier sales call for a newer agent). One approach would be to explain that you will be taking care of them and you would love to meet with them one on one to do a complimentary insurance review. If they are already pleased with the services, they may add more. In addition, current clients can be an excellent source of referrals!
That being said, you do still need to work on bringing in new customers. Everything you do in your life involves networking and relationships of some kind. Mailers can make your phone ring, or you may try purchasing leads. As a captive agent, you typically have a few more guidelines to go by (which isn't always a bad thing).
You've been doing this about a year...How is it going? Maybe you could share a few things that you've done?
Add your comment