Anyone know the best way to ask an existing client for an insurance referral?
Total Comments: 28
Posted: Sun Mar 30, 2008 01:54 pm Post Subject:
Do you have the website for IARB?
Posted: Sun Mar 30, 2008 08:37 pm Post Subject:
Check out the Insurance Agent Rating Bureau online for an inovative idea for referrals!
Posted: Sun Mar 30, 2008 10:50 pm Post Subject:
Thank you.
Posted: Mon Mar 31, 2008 01:31 am Post Subject: insurance
Speaking as a 'consumer' ( of course..) , i think 'we' should be known NOT just as a Policy Number, but,,as individuals ( hope this makes sense). ...it doesn't matter WHAT kind of insurance you have or where you have your policy. I remember dealing with an insurance company, that I had my car insurance from. I had some concerns about my policy. The next day, I called the insurance company again and talked to the SAME person I talked to the day before. He din't even remember the conversasion. THAT 'turns people off', too. Just giving some my experience on the subject.
Posted: Mon Mar 31, 2008 10:37 am Post Subject:
I agree with you sd, I can send an email to my agent and she will clearly know who I am, even though I have only dealt with her on the internet and on the phone. I have discussed the common cold with her last winter, her hubby was really sick. I feel like I can ask her anything and she will get back to me. Even though she does not deal with me face to face, I feel like she has my best intrest in mind.
Posted: Sat May 03, 2008 01:29 pm Post Subject:
Speaking as a 'consumer' ( of course..) , i think 'we' should be known NOT just as a Policy Number, but,,as individuals ( hope this makes sense). ...it doesn't matter WHAT kind of insurance you have or where you have your policy. I remember dealing with an insurance company, that I had my car insurance from. I had some concerns about my policy. The next day, I called the insurance company again and talked to the SAME person I talked to the day before. He din't even remember the conversasion. THAT 'turns people off', too.
I am an insurance agent and oftentimes when I call an insurance company, the CSR doesn't remember talking to me two days before.
Most companies have diary systems in place where they are required to make a note of your call and can look it up, but these people talk to hundreds of people on a daily basis and to actually remember a particular conversation would be extraordinary. If you had called the agent, things would probably have been different.
Our insurance agent should be our first line of communication and then if we don't get results, the company.
I certainly agree with all of the suggestions about asking for referrals.
If we are to be professionals in this business, we must keep in touch with our customers, whether it be by newsletters, direct mail, or a regular phone call.
If we wait for our customers to call us and request an insurance review, well, they will probably never get one.
Maze
Posted: Sat May 03, 2008 05:10 pm Post Subject:
Here is a suggestion that we use that might not work for everyone
when we are closing a sale, we ask the client to take out their cell phone and program our customer service number in their phone (P&C company) then when they do that we ask them for referrals of some people they have in there phone while they have it out.
(this is in a short form)
Posted: Sun Mar 08, 2009 11:13 pm Post Subject:
You can even include a forward to a friend link with your email newsletter program. And give the friend the opportunity to sign up for your newsletter as well.
Posted: Sun Mar 30, 2008 01:54 pm Post Subject:
Do you have the website for IARB?
Posted: Sun Mar 30, 2008 08:37 pm Post Subject:
Check out the Insurance Agent Rating Bureau online for an inovative idea for referrals!
Posted: Sun Mar 30, 2008 10:50 pm Post Subject:
Thank you.
Posted: Mon Mar 31, 2008 01:31 am Post Subject: insurance
Speaking as a 'consumer' ( of course..) , i think 'we' should be known NOT just as a Policy Number, but,,as individuals ( hope this makes sense). ...it doesn't matter WHAT kind of insurance you have or where you have your policy. I remember dealing with an insurance company, that I had my car insurance from. I had some concerns about my policy. The next day, I called the insurance company again and talked to the SAME person I talked to the day before. He din't even remember the conversasion. THAT 'turns people off', too. Just giving some my experience on the subject.
Posted: Mon Mar 31, 2008 10:37 am Post Subject:
I agree with you sd, I can send an email to my agent and she will clearly know who I am, even though I have only dealt with her on the internet and on the phone. I have discussed the common cold with her last winter, her hubby was really sick. I feel like I can ask her anything and she will get back to me. Even though she does not deal with me face to face, I feel like she has my best intrest in mind.
Posted: Sat May 03, 2008 01:29 pm Post Subject:
Speaking as a 'consumer' ( of course..) , i think 'we' should be known NOT just as a Policy Number, but,,as individuals ( hope this makes sense). ...it doesn't matter WHAT kind of insurance you have or where you have your policy. I remember dealing with an insurance company, that I had my car insurance from. I had some concerns about my policy. The next day, I called the insurance company again and talked to the SAME person I talked to the day before. He din't even remember the conversasion. THAT 'turns people off', too.
I am an insurance agent and oftentimes when I call an insurance company, the CSR doesn't remember talking to me two days before.
Most companies have diary systems in place where they are required to make a note of your call and can look it up, but these people talk to hundreds of people on a daily basis and to actually remember a particular conversation would be extraordinary. If you had called the agent, things would probably have been different.
Our insurance agent should be our first line of communication and then if we don't get results, the company.
I certainly agree with all of the suggestions about asking for referrals.
If we are to be professionals in this business, we must keep in touch with our customers, whether it be by newsletters, direct mail, or a regular phone call.
If we wait for our customers to call us and request an insurance review, well, they will probably never get one.
Maze
Posted: Sat May 03, 2008 05:10 pm Post Subject:
Here is a suggestion that we use that might not work for everyone
when we are closing a sale, we ask the client to take out their cell phone and program our customer service number in their phone (P&C company) then when they do that we ask them for referrals of some people they have in there phone while they have it out.
(this is in a short form)
Posted: Sun Mar 08, 2009 11:13 pm Post Subject:
You can even include a forward to a friend link with your email newsletter program. And give the friend the opportunity to sign up for your newsletter as well.
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