Client Retention

Service what you sell, or I am happy to. Call your clients, or I am happy to.

Yeppers...had a client who's been having some issues...wasn't planning on seeing her today, just happened to be 2 streets iver...stopped by to see her...got her squared away and she said, 'come see my friends real quick'...drove over to her 2 friends complex...a quick 2 sales in under an hour on them, plus the rewrite on her...done and done
 
Sometimes if I'm in the area I will drop by and say hello. Sometimes they want help with a bene change or you may get a referral.

Most of the time there seems to be an undercurrent where they think you are there to sell them more coverage,they associate you with someone taking their money.

Best just to answer the phone,service what you sell,focus on new business.
 
As a real estate broker for more than 3 decades, retention is key to referrals. In anything, staying in front of your customer is key. Remember, we have competitors.

I create monthly postcards a year in advance with new info ONLY on one side. The address side is always the same. It's to remind them of who I am and congratulating them on their wise decision.
 
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