Anticipating Your Clients’ Needs
Improving and personalizing your client service
No one can predict the future; that’s why we have insurance. However, a smart agency owner will know how to anticipate the needs of their clients. Knowing what your client needs without being asked gives a unique and exceptional client experience that will help drive more clients to your agency.
How to stay one step ahead of your clients
Don’t wait for clients to come to you with questions. Don’t wait for clients to tell you what they need, because typically, you’ll only get half the story. As an independent agent, you aren’t just selling insurance; you are selling yourself and your expertise. For your agency to stand out, you need to not just sell insurance; you need to provide information about insurance and the insurance industry.
Understanding your clients
The new generation is very self-sufficient. They like to do their own research, asking friends, family, the mailman, and, of course, Google for all the information they need before they make a decision. If you can anticipate the questions and the information that your clients are seeking before they even ask, you will help your agency stand out among the competition.
You need to spend some time understanding the trends of your target client base. You need to realize how the market is changing the way that people are living and spending so that you can anticipate the type of insurance they need to protect their investments and their lifestyles.
Become an opinion leader
By anticipating the information that potential clients are seeking, and having that information available, the more you will solidify your position as an opinion leader and a trusted source of information. If you can make insurance comprehensive and accessible to potential clients, you’ll quickly stand out.
Providing a personalized client experience will spread quickly, and soon, clients will be seeking you out for more information. Now all you have to do is continue to anticipate your clients’ needs to build a long-lasting partnership.
Affordable American Insurance (AAI) is a fast growing network of independent agents lead by industry experts in Colorado, Arizona, and Utah. AAI provides tools, technology, and training to independent agents.