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22 Ways to Thank Your Insurance Agency Customers


I’m no relationship professional.

Simply ask my spouse.

However I do know you have to exit of your strategy to present appreciation for the opposite particular person in any relationship, in any other case it’ll deteriorate and ultimately die.

However you don’t need relationship recommendation from me. (belief me)

Let’s speak about your company as an alternative.

  • How wholesome are your buyer relationships?
  • Do they know the way a lot you admire them?
  • Do you exit of your manner to ensure they know the way you actually really feel?
  • What are you doing to make them really feel all heat and fuzzy inside?

Shopper relationships are similar to private ones – they require work.

And if your corporation technique doesn’t embrace processes to exit of your strategy to say “thanks” to your clients, they may ultimately go away you.

With Thanksgiving arising later this week, I believed it’d be time to discover methods to say “Thanks!” to your insurance clients. Right here they’re:

1) Random Thank You Telephone Name

A cellphone name out of your insurance agent often means certainly one of two issues:

  1. There’s an issue
  2. They’re attempting to promote one thing

Shock your shoppers in a exceptional manner with a random cellphone name simply to say, “thanks for your corporation.”

By the best way, in case you actually simply name and say “thanks” they’re going to assume you’re bizarre so mix your “thanks” with a query like, “We’re taking a survey, is there something we could possibly be doing to make you happier with our company?”

2) Handwritten Word of Appreciation

Similar to a cellphone name out of the blue, a handwritten notice for no different purpose than to say thanks will shock most individuals these days.

Easy tip: Use small paper so it’s simple to fill in the entire web page rapidly.

three) Advocate Their Companies

On your self-employed shoppers and others who work on fee, there’s no higher strategy to say thanks for his or her enterprise than by sending them some too.

I do know brokers who hold a rolodex of solely consumer companies only for this goal and I believe it’s a terrific concept. When you’re going to do that, ensure that to indicate new shoppers that they’ve been added to your rolodex – it’ll make them extra more likely to renew so that they don’t get yanked out!

And guess what, the extra you refer different individuals the extra referrals you’ll get to your company.

four) Buyer Appreciation Occasion

I do know a buyer appreciation get together sounds a bit of tacky, however not in case you do it proper.

The hot button is giving individuals one thing they really need.

Prospects gained’t wish to come get together at your company, however they’ll be pleased to play a free spherical of golf, go watch a just-released film, or eat at certainly one of their favourite eating places so long as you pay for it…

Aren’t they so sort?

5) Write Suggestions on LinkedIn

This would possibly work a bit higher for industrial than private strains, however when you have a robust sufficient relationship with certainly one of your shoppers, there’s no purpose you possibly can’t go to their LinkedIn profile web page and write a pleasant advice about their skilled aptitude.

As an added bonus, there’s a good probability they’ll flip round and write one about you too!

On the very least, you possibly can click on a kind of “endorsement” buttons. That solely takes a second.

6) Ship a Image of You Saying Thanks!

Take an image of all the workers at your company holding an indication that claims, “Thanks!”.

You may electronic mail this image anytime somebody does one thing you admire to your company like referring a brand new consumer or simply renewing a coverage.

Right here’s a artistic spin:

Take the identical image of your workplace staff holding a clean signal. Then you possibly can use photoshop or picmonkey to personalize it to make it say something you need in just some moments…

7) Social Media Put up

Exit in your insurance company Fb web page and make a submit for the world to see thanking certainly one of your shoppers.

The facet good thing about this methodology is it encourages your different Fb followers to repeat the identical habits after they see how a lot appreciation you’ve gotten for it.

Bonus tip: Write a weblog submit in your company web site thanking your buyer and share a hyperlink to that web page on social media as an alternative. It’ll drive visitors to your web site the place it’s simpler for individuals to get a quote or be taught extra about your company.

eight) Present Playing cards

Okay, it’s not tremendous artistic however everybody loves free cash!

I do know loads of brokers who give out gasoline playing cards. Personally I by no means preferred that concept since you’re simply making somebody pay $51.23 on the pump as an alternative of $56.23 and to me that’s simply not an enormous deal.

That very same $5 may get your shoppers a automobile wash, a footlong hoagie, or a pair ice cream cones!

For my part these are all cooler and extra memorable than a slight worth discount on the gasoline pump however that’s simply my opinion.

9) Give Free Company Swag

You realize the deal, individuals like to get free stuff – even when it’s crap.

You may get loads of actually low cost stuff, however what’s the lifetime worth of a faux rubick’s dice that falls aside the primary day you give it out?

I discover in case you spend a bit extra on increased high quality objects individuals will use and maintain on to you’ll get far more lifetime advertising worth from it.

Right here’s a number of promotional objects that have a tendency to stay round:

  • espresso mugs
  • a pizza cutters
  • fridge magnet with helpful info
  • child’s bib
  • and even simply good pens.

Do you assume I’ll ever neglect the agent who gave my daughter this bib?

10) Ship a Thank You eCard

Saying thanks doesn’t need to be difficult or costly.

There’s tons of web sites that make it very easy to ship an digital ecard to your clients.

Go for one thing humorous, in case you can inject amusing into somebody’s day that’s a really highly effective factor.

11) Thank You Video

Make a film utilizing the totally different staff of your company saying thanks.

You can be wild and go all out by singing or lip-synching a music like, “Thank You” by Dido, or simply do one thing quite simple like have everybody say, in unison, “thanks”.

If you wish to make a strong “thanks for turning into a brand new buyer” video, movie every particular person in your company stating their title, a private message, and both “thanks”, or “welcome to the company”, or one thing like that. Put the miniclips collectively and also you’ve received a terrific video.

It doesn’t need to be tremendous skilled.

Add your video to YouTube as a hidden video and ship the hyperlink through electronic mail to your new shoppers.

12) Say Thanks in Your E-newsletter

When you ship out a month-to-month digital or paper publication to your shoppers, give a shout out to particular shoppers with a customized message thanking them for his or her enterprise, a referral, or one thing like that.

Be sure to level it out to them although as a result of most individuals in all probability don’t learn your publication… (sorry but it surely’s true!)

13) Give Reductions to One other Native Enterprise

Work a take care of one other native enterprise (ideally a consumer) that provides your shoppers a reduction on the different enterprise.

That is superior for everybody as a result of

  • The opposite enterprise will get free promoting and clients,
  • You present added worth to your individual shoppers,
  • And the shoppers get reductions!

And you realize they’ll by no means get sufficient reductions. ;)

14) Give Tickets to the Recreation

50 yard line seats at an NFL sport would possibly fall exterior the vary of acceptable (or inexpensive) buyer presents for many of the brokers I do know, however you may get your shoppers tickets to a minor league baseball sport, and even the native highschool sports activities video games.

And it doesn’t should be sports activities both.

What about tickets to the:

  • zoo
  • museum
  • theater
  • you get the thought…

15) Say Thanks on THEIR Fb Web page

When you exit to your industrial consumer’s Fb web page it is best to be capable to make a advice on their wall.

That’s a terrific place to say thanks for one thing they did for you or the neighborhood.

And if their settings don’t enable a advice like you could additionally simply ship a Fb message too.

Don’t do that on somebody’s private Fb web page except you realize them rather well!

16) Mail Them a Cookie

When’s the final time you bought a cookie within the mail?

For me the reply is rarely and that simply ain’t proper.

If somebody did mail me a cookie I’d be very more likely to renew my insurance coverage with them.

17) Donate to Charity

One other strategy to say due to your shoppers is to make a charitable donation of their title.

In fact you possibly can do that 12 months spherical, however I’ve seen this method used so much throughout the winter holidays.

As a result of it’s extra in style to do throughout the holidays, I’d in all probability do it anytime however then. So your gesture stands out extra… only a thought.

18) Vacation Thank You Playing cards (it’s in all probability too late for Thanksgiving although)

Your clients are used to receiving Vacation Playing cards within the mall throughout the winter season, however in case you’re going to spend all that cash on stamps and envelopes, why not do it at a time when individuals aren’t getting many playing cards like Valentine’s Day, July 4th, or Halloween.

I usually suggest brokers ship playing cards out to shoppers annually however as an alternative of doing all of them in December, why not ship a card to all of your shoppers for no matter vacation happens the month earlier than their renewal?

Your December vacation card is lengthy forgotten when August renewals are despatched out…

19) Birthday Telephone Name

Certain it’s extra of a “pleased birthday” than a “thanks”, however that doesn’t imply that calling your shoppers on their birthdays isn’t a chance to say “thanks once more for your corporation”.

“By the best way, life insurance isn’t getting any cheaper you outdated fart…”

20) Purchase Shoppers a Espresso

Ship somebody a small worth present card to Starbucks, or one other native espresso store.

It really works nice for shoppers who both reside too far-off or are very busy.

Ship it with a notice that claims, “I’d like to take you out to espresso someday however that’s not really easy… why don’t you’ve gotten a espresso on me as an alternative.”

21) Make Them Giggle

I don’t wish to get too tacky right here, however there’s not many higher belongings you may give somebody than onerous chuckle.

Simply observe a number of guidelines: no jokes about politics, faith, nationality, intercourse, or anything that may offend somebody.

Don’t fear, that also leaves you with a number of nice of knock-knock jokes.

22) Give Your Shopper Flowers

Flowers are at all times a pleasant gesture as a result of in case your shoppers are something like my spouse, they in all probability by no means get them.

(I ought to observe my very own recommendation extra usually)

You don’t need to lay our a fortune on actual flowers… observe my lead and snap an image of certainly one of your children within the yard with a flower they tore off my neighbor’s rosebush!

It labored, didn’t it?

Whether or not you’re a daily reader of InsuranceSplash or simply occurred upon this text…

I thanks a lot.

I’ve been in absolute awe with how the neighborhood of InsuranceSplash readers has grown and supported this weblog. I can not thanks sufficient for that.

And another factor…

When you admire articles like this and wish to thank me for taking the time to jot down and publish these right here’s one of the simplest ways to do it:

  1. Click on a kind of Like buttons.
  2. And share a hyperlink to this text with an agent you realize that basically appreciates their shoppers.

Have a terrific Thanksgiving!


The submit 22 Methods to Thank Your Insurance coverage Company Prospects appeared first on Insurance coverage Advertising and marketing Weblog.

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