Every article on this website is like a mini-training school. use the nav bars on either side of this page to locate your area of interest or subject you need help with.
Want help with referrals and retention and Renewals.
Secondly, effective relationship building is the key to turning a new client into at least SIX future policy sales.
Building your Brand:
Early on in my career, I learned through a seminar I attended, that to be successful, you need to do something different to separate yourself from the rest of the insurance agents that your competing with.
I took that advice and built my own relationship building system for my clients by using quarterly financial planning seminars and appreciation dinners, as well as other client relationship building ideas.
This referral and retention client relationship building concepts we talk about on our website have one main purpose and that is the separate yourself from the competition and help you build your brand. It can also be a powerful recruiting tool if your in agency building.
We’ve also discussed the importance of efficient use of your time under our getting organized section and how to maximize your time.
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