How Insurance Agents Can Streamline Their Sales Process for 2018

Reputable insurance agents know that obtaining leads and generating more business takes time and effort. While it might feel there aren’t enough hours in the day to get everything done, streamlining the process is a win-win. Your agency and business cannot continue with constant sales, and what better time than now to focus on improving your Insurance Sales process, with 2018 just two weeks away?

Improving your sales process has multiple benefits. First, it ensures your annual and quarterly goals are met. Next, it allows you to accurately measure your marketing efforts and improves your overall customer base.

Focus on the ideal demographic.

There are all kinds of customers who take away from your ability to make money, including those who are extremely frugal and who don’t want to make and purchasing decisions without constant coaxing. The ones who provide little payoff aren’t where you should focus your efforts this coming year.

Good customers, on the other hand, invest in your product, identify with your brand and proactively promote your business to friends and relatives. An estimated 20% of your current client base could fall into this category. You can grow this number by gathering 360-degree data and working backward to identify where, when and how you found your best customers. Then leverage that information to find more of them, recommends Insight + Analysis Magazine.

Prioritize potential sales leads.

Rather than trying to gather as many leads as possible, focus on the specific ones you’ve discovered above. This means putting in more effort to contact them and build rapport with them to get a bigger return on your investment.

Refine this professional relationship by keeping new and existing customers happy and by rewarding loyalty throughout the year. Rewarding loyalty and good behavior will create a positive vibe around your business, increase word-of-mouth referrals and positively reinforce future loyalty and good customer behavior.

Be customer-centric.

Customers are the lifeblood to any business, and insurance is no exception. Focusing on quality, building rapport with your clients and establishing yourself as the expert will make all the difference when working to maintain your client base. Whether you’re a small agency or a corporate one, taking a customer-centric approach to your business will always have a positive payoff. Discuss ideas with your employees to tailor the customer’s experience to gain an edge over your competition.

About AmSuisse

Formed in 2013, AmSuisse, Inc. has quickly distinguished itself as a wholesale operation that specializes in working very closely with our agents and broker partners to develop responsive, individualized service for each client. Our unparalleled writing support, industry-specific expertise, marketing support, responsive proposals and quotes, strong customer service, and strong relationships with our carrier partners have all helped us to provide the best possible coverage for our clients. To learn more about our available coverage, contact us today at (800) 485-0229 to speak with one of our representatives.