"Follow Up Phone Calls Are a Vital Part of Doing Business Your customers are at the heart of any business – this is as true for insurance agencies as it is for any other organization. Making and maintaining a good relationship with the people you serve is essential; this is part of why follow up calls are so important. Following through on leads with calls and other forms of contact is very important; no one can afford to lose transactions, so effort is required to close each deal. Furthermore, this follow-up can be regarded as the furthering of a conversation or the development of a relationship and not just as a singular transaction between a business and a patron. Learning how to do a follow up is essential for any independent insurance agent wishing to cultivate their practice into something strong and thriving. Boosting Sales With the Help of Follow-Up Calls Establishing a relationship with a customer helps put you first and foremost in their mind when it comes to insurance coverage of all types. You will be the first person they think of for insurance coverage – but only if you have made the effort to reach out in the first place. Treating the initial transaction with a customer as a one-time event does not ensure that you will be the first person they think of when they think of their insurance needs. Following up with a call and then being available helps establish an on-going relationship with a customer; they know that they can count on you for information and to answer questions. This means that they will turn to you when they need additional coverage or new forms of coverage. Customers make purchases with businesses that they like – this is no great mystery. Thanking a customer for their patronage and following up as appropriate gives your agency the chance to make a great final impression. This is the exchange that customers will remember for the long term, so do not let this opportunity pass you by. An Increased Customer Base Thanks to Follow Up Calls Word of mouth helps boost your business, so leaving customers with a strong and positive impression of our organization makes it more likely that they will recommend your agency to others. This snowball effect is very powerful and leads ultimately to an increasingly large customer base. Individual customers have a lot of power and you can leverage that power to your agency’s advantage. There are Real Benefits to Following Up With a Call A follow-up phone call is a great way to touch base with a customer and discover if they have any questions or concerns. Customers are unlikely to take the initiative in contact unless they have a serious time-sensitive problem; therefore insurance agents have to be the ones to reach out and make contact. Customers will feel cared for and personally regarded as a result of this communication. This follow-up phone call is also a good time to introduce customers to other forms of insurance coverage that they might benefit from. Having seen the advantages of one form of coverage, they are likely to be open to seeing the advantages of an additional protection. Simply introducing new products to customers can plant the seeds of future leads. For instance, if you have already sold someone a homeowner’s insurance policy, they are more likely to ask you about other policies such as:

• Vehicle
• Life
• Boat
• Business
• Fleet

Once again, the follow up phone call is the first step towards creating a strong and long-term relationship with a customer. This is just one of the reasons that this form of outreach should be taken seriously and given lots of attention. Make it part of the way you do business along with integrating the tools that Superior Access provides to insurance agents just like you."