There’s nothing more romantic and enchanting than the holiday season. The holidays are the time we take to reflect on the year, give thanks, and spend quality time with family, as well as old and new friends. The holidays are also the time to make sure your customer service is impeccable, because your clients are completely stressed by all the holiday cheer, and they need you to help them get through the season.

Improving customer service

Make sure you communicate your holiday hours and any deadlines to your clients.

Holiday customer service tips

Even though the holidays are a busy time for most people, many are also looking to finally get that insurance that’s been on the “to-do list” or to upgrade a current insurance policy to reflect lifestyle changes or changes in the home. However, with everything that is going on, many of your clients are feeling too overwhelmed to reach out to an independent agent.

YOU need to reach out to your clients and take “get insurance” off of their hands. This is the time to make sure you are reaching out and making your services available to all of your clients. You need to let them know that as an independent agent, you’ll be doing most of the work for your client. Of course, you’ll need a bit of information, but then you will be the person to research and find the best policy for your client.

Get insurance before the year is over

Many people are rushing to get things done before the end of the year, running around town desperately trying to complete their 2016 bucket list so they can enter the new year with a clean slate. Get the word out using all of your social media accounts to let your clients know that you are ready and willing to help them get insured before the year is up.

Make sure everyone knows your holiday schedule

Insights for independent agents in Colorado, Arizona, and Utah

Make sure you and your team are all on the same page during the holiday season so that you can provide impeccable customer service to your stressed clients during the holiday season.

If you make a promise to your clients, make sure you can follow up on that promise. If clients contact you for your services, make sure that you have enough staff on hand during the holidays to keep up with your client’s demands. If you are going to have limited staff on hand, communicate this to your clients so that they don’t start calling or writing and don’t get a response. If you have deadlines for when a client can contact you and still have complete insurance coverage for their entire life before 2017, make sure they know about that deadline. No one expects you to sit behind your desk through the holidays in case a client calls or reaches out, but clients will appreciate you being proactive and reaching out to them. A note or blog on your social media alerting your clients of a “last chance to…” will show them that you have their best interest in mind and that they are still a priority, even as you’re getting ready to head home for the holidays.

Don’t neglect your clients or your employees

You never want your clients to feel neglected, but you also need to keep your employees happy. Happy employees give much better customer service. So, giving your employees a few days off for the holidays will boost company morale, and when they return, they’ll pay your kindness forward to your clients.

Holiday customer service strategies for independent insurance agents

We have a fast-growing network of independent insurance agents in Colorado, Arizona, and Utah. We provide insights on how to set up your agency, market your agency, improve customer service, and more. We wish you all happiness and success as independent insurance agents, and we look forward to a profitable 2017!