In any type of business, client retention can be just as important as taking on new clients. In the insurance world, once a sale is closed, your duty as an agent isn’t over.
You still need to make sure you check in with your clients from time to time to maintain strong relationships. Checking in could look like sending a casual email or text message, a more formal quarterly letter, or a birthday postcard, among other things!
On the Ritter blog, we’re passionate about keeping in touch with your clients and have written before on the subject. In this post, we provide you with materials you can use to make this effort a little easier for you.
The templates you will read about below can feature your personalized contact information and message. Utilize these materials for client retention, further strengthening the relationships with clients you already have in your book of business. We know how busy your day-to-day can be, so let Ritter help you out!
Want another way Ritter can help? Head over to Pt. 2 of The Ultimate Agent Resource List for the full list of tools and resources we recommend for client connection and staying in touch.
Checking in with Clients Email Template
Sending an email to check in on your existing clients is a simple way to maintain relationships. We have developed a template you can use and feel free to personalize. Sometimes words come easier when you have something to reference! Check-ins like this can be done after a sale, during difficult times, or just out of the blue to let your clients know you haven’t forgotten about them!
Make sure you’re staying compliant when sending email. Read more in The Ultimate Agent Resource List Pt. 2: Keeping in Touch with Clients.
Postcard to Stay Connected
A postcard is another great gesture when trying to stay in contact with clients you already have an established relationship with. Your mail pile probably consists of mostly bills and catalogs, so it’s exciting when you receive something personal and especially for you! You can make your clients feel valued by sending out the postcard Ritter has developed for you to use. Like the email, you can put your own spin on it, should you choose. If not, then this is ready to go out to your contacts!
Call 800-769-1847 or request templates from your Ritter sales specialist
Letter to Mail to Your Book of Business
Same with the postcard, a letter is nice to receive in the mail. It can brighten your clients’ days and let them know they are not alone. And like any of these communications, it could spark a reminder that they have a question about a benefit on their plan, or it will keep you fresh in their minds when their friends ask them if they have any recommendations for an insurance agent!
Call 800-769-1847 or request templates from your Ritter sales specialist
Phone Scripts to Keep in Contact with Clients
Finally, a phone call is another simple way to stay connected to clients within your book of business. Sometimes it can be hard to figure out what you want to say, but our phone scripts can remedy that! Incorporating retention calls in with your lead calls or blocking out an hour a week to touch base with your current client list will make a great impression and help to maintain these important relationships.
A little tip to keep in mind — remember that your Medicare-aged beneficiaries may hold a different schedule then those in the working world. Be mindful of the time you are calling. Stay away from calling in the early morning, the lunchtime hour and later in the evening.
Remember, insurance agents selling Medicare must follow special federal rules for call recording certain kinds of calls. Learn more here
Keeping the lines of communication open between you and your current clients is essential to the success of your business. Your clients will likely appreciate your thoughtfulness, and you can hold on to strong client relationships. By using these templates, the task will be easier than ever!
Besides offering templates for client communication and different ways to connect, Ritter Insurance Marketing has a whole host of resources, support, and tools to offer you. All you need to do to access them is register with us for free!
Not affiliated with or endorsed by Medicare or any government agency.
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