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Independent Insurance Brokerage Guide to Maximize Sales and Make Money
Introduction • As an independent insurance broker, you should be able to find the right option for the clients • But that is not enough, you also need to work on other factors • Even while finding the best choice and while selling • Selling insurance is the top role of any independent insurance agent • But you should show clients the path that they will buy more from you
What are the tips to focus on 1. Client Satisfaction 2. Clear and concise communication 3. Strengthen the path of communication 4. Polish your skills
1. Client Satisfaction • The main question is whether or not the client is happy • So, it is not just about selling the products • Do not give the customers the cheapest policy for the sake of affordability • Brokers should not choose favorites among the carriers • Give them free consultation and work on the communication skills
2. Clear and concise communication • Always pass correct and updated information, in case of error let the clients know immediately • Do not give all the information at once or clients will find them confusing • For emails, do not make it too lengthy • Answer everything that they might not know • Keep your active listening skills on check
3. Strengthen the path of communication • Keep the clients hooked with your information • Talk about the benefits they get and focus on giving solutions • Stay active on social media to maintain their attention on you • Timely follow up, periodic email newsletter, and improving your website on the landing page are great • Also maintain a RSS feed
4. Polish your skills • Learn to recognize the problems of the clients • Let them ask question and answer them clearly • Maintain a two way communication • Give the clients a lot of options to choose from • Research more on your niche and stay proactive • Gain the trust of the clients with active listening and finding solutions for them
Conclusion • Best way to improve is to start from yourself • Work on different areas but avoid favoritism • Learn and research to know better • Gain the trust of clients with proper communication • The communication should be two way and should be clear to understand • Offer clients free consultation