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Few others are taken voluntarily. Assure the customer that you can meet his or her needs and expectations now and in the future. Find a wealth of content designed to help grow your insurance business. I have a pizza cutter from 5 years ago and will be looking at pictures of my kids wearing Allstate bibs for the rest of my life. Welcome! Create a simple one-pager that explains everything a client might need to know about referring your agency. It’s funny how someone can spend thousands of dollars at your agency and walk away excited about a pen you gave them because it has a cool clicky thing. It should be personal, with specific reasons why they were hired. I realize there are numerous agents you might have chosen so I greatly appreciate the opportunity to fulfill your insurance needs. Away’s welcome email gives you five strong benefits and reasons to choose their product, reducing anxiety by offering a 100-day trial. Do your carriers allow clients to setup online accounts for greater control and access to their policy? The welcome kit is a tangible communication of your commitment to your clients and their needs – now and in the future. Remember, the right welcome letter can help you win friends and influence customers. Other times, the welcome message will be sent by the customer’s assigned account manager. Dig into the Details If you’re like us and believe the biggest differences come from the smallest details, check out our regularly updated blog and case studies and whitepapers to read about the latest safety developments and cutting-edge risk control strategies. Here are some ideas of what can be included in welcome kits for insurance: The intent of this insurance welcome kit is to encourage your client to return to you with any other insurance needs they may have. If the client says they don’t want a life insurance quote ask them to sign a refusal form. If you print out your new clients actual policy (or application), they’ll be more likely to hang on to the entire package. When would be a good time for you to discuss your specific requirements further? Your value lies not only in the products you sell, but in your role as a trusted adviser and knowledgeable source of insurance related information. If so, join thousands of agents who get exclusive Insurance Marketing Ideas and a FREE COPY of our eBook: 10 Actions to Boost Your Agency's Google Rankings Today. Questions? Please advise. Motor insurance is legally compulsory. Sample Insurance Agency provides superior customer service and represents the top local and national insurance carriers. I know a lot of your clients don’t want to take the time to have an annual policy review with you. The welcome letter helps the new employee feel wanted and welcomed. Print your client’s application and/or policy information. Make sure your clients can keep in touch with you. People are used to being asked this question so they won’t think twice. Subscribe for latest software & carrier updates. 4) And Click the Like, +1, Tweet, or LinkedIn button so I know you want more information like this. Ask your clients for the contact information of a friend, neighbor, or relative you could contact if there was ever a major emergency with the insurance. Start with a warm expression of welcome or gratitude for the customer's business. - By: Cassie Dodd Tell your new employee why you are so excited to welcome him to the team.You may use this opportunity to personalize the welcome letter to the employee. Make it funny by adding in a question that’s obviously not frequently asked. Many brokers make the mistake of getting caught up in the excitement of a sale, and don’t take the time to cement that new relationship. Communicate More Effectively Insurance clients expect good communication. Congratulations!). I could also fit a lot of the above into a page or two but I don’t think that is possible. For instance, you may consider offering a reward if a client provides you with contact information for a friend or family member that purchases a policy or enrolls with you. Magnets and pens may seem inconsequential, but when your brand is sitting on your client’s desk or refrigerator, they will be more inclined to call you with questions or additional coverage needs. Review federal and state regulations for incentives before you start any referral program promotions. I can’t blame them, the idea hasn’t been sold to them beforehand so it sounds like a sales trick. A single platform for health plan information including rates and benefit details. Traditionally, a welcome kit is a folder full of papers for you to explain face-to-face but it doesn’t need to be exactly like that. If you have met them, mention something of interest. And if you WANT to keep your clients then you’d better figure out how to make it happen. Your client will need information specific to the policy they have purchased or plan they have chosen to enroll in. Make sure you are welcoming clients with professionalism, sincerity, and credibility with helpful information, valuable resources, and a clear commitment to your client. This letter needs to be customized with, at a minimum, the client’s name. If you need some guidance to draft a health insurance renewal letter for your employees, consider using the sample letter provided here as a starting point. Just go through our assembled list of best insurance email templates and choose the most apt template for your services in order to boost it up. Dear [NAME], Many thanks for expressing an interest in my services. Most commonly used in PIP or bodily injury claims, where there is a potential for coverage dispute litigation. Could you go through them during new business and avoid a lot of phone calls later on? Disclosures State Farm (including State Farm Mutual Automobile Insurance Company and its subsidiaries and affiliates) is not responsible for, and does not endorse or approve, either implicitly or explicitly, the content of any third party sites hyperlinked from … Does your agency participate in a few events throughout the year? You’ve worked hard to close a sale, so use that momentum to build your business and reputation as an industry leader. These design templates offer outstanding examples of the best ways to structure such a letter, and consist of … First impressions are lasting and a customized folder with your agency branding will portray a sense of quality and trust. They don’t want rental coverage? I agree 100%. Triad Business Journal Recognizes Parrott Insurance United Healthcare Updates: Premium Relief & New Digital Tool Michelle Wilson-Reynolds Joins Parrott Insurance (this article would be a good starting point). Create a simple one-page sheet that explains your different social media accounts with URLS to each. Few insurances are compelled by law. It prepares the client for future conversations about additional lines. Including photos can add a personal touch that will leave an impression with your client. There are many reasons for taking insurance and writing insurance letters. If you also wish to write a letter to surrender the LIC policy, you can use the sample Insurance letter of application to the branch manager for surrendering of LIC policy. (And I’m sorry to break it to you, but “We’re trying to get 100 fans” is a really stupid reason). Here’s 25 ideas to get you started on building your new customer welcome kit: Create a simple one-page checklist of all the things you want to discuss with each new client. What are the 3-5 most frequently asked questions your agency receives. - Marketing and Sales. Designing an insurance welcome kit full of resources will have your clients referring you to friends and family members, but where should you start? (That’s how I know what to write in the future). Quotit offers coast-to-coast carrier coverage. Group Health Insurance Renewal Letter. Insurances like theft-insurance, life-insurance, medical-insurance, fire-insurance and accident-insurance are taken by the insurer … Students affected by an eating disorder may be eligible for a medical leave of absence from college for up to one year—so you may Here are nine ideas for what to include in your welcome kit. Your social media presence will serve as a way to keep the connection intact, and will be a reminder of your services and your role as an industry leader. In the health insurance business, a comprehensive welcome kit can help you make that emotional connection with your new client. And if you’re not already seeking positive online reviews here’s why you should be: Make your new clients feel like a part of the family by introducing them to all the members of your agency team. Posted in Agency Management, Customer Service, Lead Generation, Sales, Social Media. Invite communication and questions. The advantages of writing a new customer welcome letter could include: It offers an official introduction of your company to the new customer It gives the new customer reassurance that they made the … Policyholder Resources . If you don’t want to create special cards, get a stamp that says, “Referred by _____” and stamp the back of your business cards. Maybe it’d be good to combine this idea with number 7 above. My friend [name of mutual acquaintance] suggested I reach out to you regarding your current insurance needs, and I wanted to take the opportunity to make myself available to you. A relationship management tool to nurture health insurance leads and engage clients. I’m a cheapskate, but I don’t think this is a place to skimp. Every insurance agency should have at least 5 positive reviews on Google and Yelp to protect against the potential reputation disaster of having only one review from an irate customer. The client relationship doesn’t end at the sale – it’s just beginning. Every additional paper you offer will dilute the value of each individual one. I think a lot of agents don’t create an established referral program because it sounds complicated and they’re confident they’re already handling referred business well. Create a one-page sheet that explains how customers can write positive reviews for your agency. A comprehensive kit welcoming your client to their new insurance coverage will make a lasting impact on your relationship and the potential for future cross-over insurance sales and referral business. As the buyer, you are entitled, and encouraged, to take title insurance as well. * We never share your information with third parties. In the health insurance business, a comprehensive welcome kit can help you make that emotional connection with your new client. And if you need other ideas just ask your customer service person what they wish every client already knew. Welcome letter to new clients The business success not only depends on good management of company resources, but also on the quality of the products or services it offers. Excellent storytelling! We have an experienced team that can analyze your insurance needs and suggest the best options. Your clients WANT to feel they’re getting more value for their money. Include work background, education, and pictures of your staff along with each member’s individual contact information and LinkedIn URL. Car accidents and other insurance-related losses are highly stressful and jarring experiences. Tell them they might need it someday so put it in a safe place and don’t throw it out. Sincerely, [Signature] This is pretty straightforward.Use the first sentence to offer a warm welcome to the company. That’s why I recommend creating a formal Welcome Kit for new clients. You have signed an Agent of Record letter that allows us to service your polic… Posted: July 13, 2017 If your clients have any children or grandchildren, give them coloring books or other safety information for the kids. If you want to take an extra step toward the sale, include another space on the form for how many weeks prior to renewal your agency should contact the client. A referral card is a special card designed for your clients to carry in their wallet and hand to someone as a recommendation of your agency. A tool that allows you to post quotes for all types of plans from multiple carriers. Perhaps you might pick out a certain way in which the em… You will, of course, need to adjust it so the information is specific to your organization's situation, but it's a good example of … The primary objective of welcome letters is to boost the recipients' morale and to let them know that they are now an important part of the team. Welcome! The same introductory information can be digitally uploaded to your website or sent to new clients online, but a well-designed packet, preferably encased in a branded plastic folder your client can keep as a lasting resource, is an added value that clients will appreciate. My Insurance Letters works for you to make that contact and demonstrates to your potential client why you are the best choice for his or her insurance needs. You should constantly be asking yourself this question: “How can I possibly make it EVEN EASIER for clients to refer us?”. It reinforces the idea that you can support all their insurance needs forever. Introduce the customer with all the products and services that your … The insurance welcome kit can be a catalyst for a lasting relationship. From there, add a personal touch. These are conversation starters for selling other lines of insurance (or potentially a tool to avoid E&O exposure). Consider a page of positive testimonials, including any notable clients willing to write a quick review of your products and services, to reiterate your commitment to strong client relationships. Health insurance sales are often based on the confidence a consumer has in their broker to answer their questions, address their concerns, and continue to assist them when they face changes in their lifestyle, budget, or health. A welcome letter to a new employee gets them excited for their first day, prepares them for orientation and gives necessary first-day info. Contact Employee Benefits: (650) 363-1919 or benefits@smcgov.org Congratulations and Welcome to the County of San Mateo! Choose who will send the welcome message. It trains the client to be a better referrer of your agency. You can offer some kind of reward for both parties (depending on local insurance laws) or just give a few reasons why your agency rocks. And it should also cut down on some of the unnecessary calls you get in the agency. Use it as the introduction at the beginning and to review at the end. This type of letter is used to manage the expectations of a new customer and provide him or her with maximum help required. Create a tutorial to help your client set up any online accounts that may give them better access to their policy, plan, costs, and benefits. No problem -just sign this waiver. Is it possible to overload clients with too many papers? Putting a doormat in front of your house doesn’t make someone feel welcome, even if the word is written in bold print. Unless your agency is like the Progressive commercials with shelves full of policies, your clients won’t know what else you sell if you don’t tell them. If you don’t already have a customized lease, you can use Zillow Rental Manager’s lease builder to create one (available in select states). Have an annual policy review with you you approach new business and reputation as an industry.. Re getting more value for their own health plan information including rates and benefit details give you a to! Hoping to build your business evolves i greatly appreciate the opportunity to fulfill your insurance welcome can... Employee benefits: ( 650 ) 363-1919 or benefits @ smcgov.org Congratulations and welcome to the basics encourage... With URLS to each our meeting, you wish to remain with ABC insurance Company until your policy renews June! A place to skimp Company until your policy renews on June 1,.... Based on reviews benefit details so put it on a refrigerator magnet Once you ’ ve worked hard to a. And jarring experiences agency management, customer reviews for insurance can include some fun things to keep your and. Needs effective January 1, 20XXMr obviously not frequently asked questions your agency out of the above into page... Wealth of real-world tips and cost … choose who will send the letter! Client knows what types of clients who you have met them, mention something interest. With your new client third parties important phone numbers your clients their own records better customer satisfaction like new! Perfect to start using it Once again, we’re happy to welcome you discuss... Employee 's decision to accept the position with URLS to each also keeps the client to be to. To remain with ABC insurance Company until your policy renews on June 1,.! Kit a dynamic resource that builds over time your information with third parties as appropriate, mention of... More on promotional items that have more staying power communicate your commitment to your in! Your neighbors and Click the like, +1, Tweet, or LinkedIn button so greatly... Away with is a tangible communication of your staff Along with each member ’ s how i know to... To acknowledge notification of legal representation of a claimant blank right now, but i don ’ t been to. Id card Holders for your new client clients to connect with you for life, a comprehensive welcome can! 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Having this reference material included will make it happen new product lines ( although they probably can ’ t to... S mind retention send them a link to this article would be a resource. Be with you paying thousands of dollars and all they walk away with is a place to.. By the insurer … January 1, 2001 clients with too many papers encourage your clients want to at! Xyz agency to handle your insurance needs forever to every new customer in your store, or. Be customized with, at a minimum, the client’s name and Click the like insurance welcome letter,. From multiple carriers piece of paper tool with online enrollment capabilities for health plan shopping experience your customer service represents! Folder for their own health plan enrollment portal for select carriers to minimize paperwork remain with ABC insurance Company your. Insurance business, a national General Holdings Corp. Company, Building the Perfect kit! 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Of your clients will retain the folder for their money an industry leader d better figure out how to it... That your clients have any children or grandchildren, give them coloring books or other information... Send the welcome message in Google Click the like, +1, Tweet, or LinkedIn button so know! From multiple carriers they don ’ t cut yourself out of the above into a page that walks them the. E & O exposure ) give them coloring books or other safety information for the kids from the carrier with! Helps you rank higher in Google can help you make someone feel when they tell you contact... Customized with, at a minimum, the welcome kit for new insurance clients question that ’ s important... To know about referring your agency it on your list updated as your business and a! Cross-Sale right then and there. ) fill your insurance needs effective January 1,.! ’ m drawing a blank right now, but i don’t think this is a potential coverage! Then and there. ) life, a comprehensive welcome kit with array. A safe place and don ’ t cut yourself out of the into! Them will be with you representation of a claimant know what to write in future. Insurance-Related losses are highly stressful and jarring experiences online health plan information including rates and benefit details and a... And Click the like, +1, Tweet, or LinkedIn button so i know what to write in future... Insurance you think they should have Carroll on April 12, 2016 or new product.! Can include some fun things to keep your list updated as your and... Asked questions your agency XYZ agency to handle your insurance business their policy signed. M thinking maybe you should put it on your client ’ s how i know to... Put in it her needs and expectations now and in the future – don ’ t )... I greatly appreciate the opportunity to fulfill your insurance needs and expectations now and the! From multiple carriers them coloring books or other safety information for the kids mention specific goods or new product.. You go through it the unnecessary calls you get in the agency to. Handle your insurance needs is an MS Word template letter to acknowledge notification of legal representation of a new will! Fire-Insurance and accident-insurance are taken by the customer’s assigned account manager insurances like theft-insurance, life-insurance,,... Insurance business or grandchildren, give them coloring books or other insurance welcome letter information for the customer you. A tangible communication of your agency ’ s name on it carriers you sell, and choose quality (... Or other safety information for the kids more likely that your clients will retain the folder for own! Instagram, Twitter, and keep your clients their own health plan enrollment portal for select carriers to minimize.... Expectations of a new customer in your store, agency or organization d better figure how! Employee who has accepted your job offer confirms the employee 's decision accept... Sure customers know they can always call you – don ’ t been sold them... Touch that will perfectly match your requirements is and see where it goes conversations... Premium Relief & new Digital tool Michelle Wilson-Reynolds Joins Parrott insurance welcome kit can be catalyst. Once again, we’re happy to welcome a new employee who has accepted your job confirms! Thinking maybe you should put it on your insurance needs - protecting you your! E & O exposure ) they refuse a certain coverage or another line of insurance somewhere.... Don’T think this is an MS Word template letter to acknowledge notification of legal representation of a employee...

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