Hey guys,
I am about a week away from wrapping up all my appointments and I am officially going to be in business. Everything is setup and ready to go. Referral process ready, quote process ready, "Jump Start" list ready, pipelines are set and I am pumped. Now with all that, I plan on getting off to a fast start and a fast start for a new agent (with no employees just yet) can mean missing out on the small details, especially regarding retention, over the next couple of years.
My question to you agents with an existing book is what's your process with meeting with your customers on an annual basis? Or do you do it bi-annually? I plan on picking two letters from the alphabet per month and making sure I call and go over coverage's at least once a year. This is a meeting with ZERO sales intention. If something pops up, we schedule another meeting.
I was just wondering if anyone meets with their insured's more than once per year.
I am about a week away from wrapping up all my appointments and I am officially going to be in business. Everything is setup and ready to go. Referral process ready, quote process ready, "Jump Start" list ready, pipelines are set and I am pumped. Now with all that, I plan on getting off to a fast start and a fast start for a new agent (with no employees just yet) can mean missing out on the small details, especially regarding retention, over the next couple of years.
My question to you agents with an existing book is what's your process with meeting with your customers on an annual basis? Or do you do it bi-annually? I plan on picking two letters from the alphabet per month and making sure I call and go over coverage's at least once a year. This is a meeting with ZERO sales intention. If something pops up, we schedule another meeting.
I was just wondering if anyone meets with their insured's more than once per year.