Improving Agency-Client Communications

 In Blog, Tips for Independent Insurance Agents

How to Improve Agency-Client Communications for the Win?

Smooth, ongoing communication is essential in business. Being an independent insurance agency owner, you must know it requires commitment and organization to make this possible. Clear communication doesn’t just happen by chance. There is a lot of effort behind it.

Misunderstandings can be avoided by making sure everyone is on the same page on both ends. You and your team need to have a full understanding of your clients’ needs and expectations, but you also need to be aware of what they think of your process. Additionally, your clients should also be aware of what you’re working on for them, the options involved and the timeline that is being followed. When everything is clear, it’s hard for things to fall through the cracks.

Follow a Standard Communication Procedure

Communication is not something that should happen on a whim. It should be a standard part of your process. Make client communications a part of your everyday process; a checklist, if need be. Keeping clients posted on progress and following up on matters of their interest is a win-win for you and your clients.

How to Improve Agency-Clients Communications for the WinTreat It Like a Relationship

Independent insurance agencies should do more than sell insurance. Building long-term relationships with your clients are essential. It should feel like you’re all family, instead of considering clients just a number. This approach to client relationships will make communication much more natural and fluid.

Equip Your Staff with the Right Tools

In the insurance industry, this is often overlooked. There is more than just phone or email to keep your communications in check. Be sure to provide your staff with robust processes and reliable software that can help them get the job done. Project management tools, for example, are great to keep everyone on the same page. When everyone is on the same platform, communication is a lot easier.

Once you have that, establish an audit process for your communications. That way you can keep track of the quality of your client-staff communications and make adjustments as needed.


Good communication makes everything simpler. Not only does it cover your clients’ interests and yours, but it also helps you keep clients satisfied. Have you started your own independent insurance agency? This is your time to shine. Join AAI today!


Recent Posts
Business Recovery Plans Are Essential for Small BusinessesCustomer Service Tips for the Independent Insurance Agent