5 Tips to Improve Client Communication for Insurance Agents

Keeping client communication consistent helps you stay top of mind as a go-to for referrals and client retention. There are a few ways agents can improve their communication with clients that will in turn improve their client relationships.

1.     Simplify communication

No one likes receiving a bunch of emails constantly. It starts to feel like spam. You want your content to be high value.

2.     Remove roadblocks

Utilize technology to reduce any hinderance to communication. This can include things like electronic enrollments and electronic signatures.

3.     Provide communication options to clients

Since your average client will be elderly, it’s important to provide options that fit their comfort level. While some will be excited about electronic signatures, others may not be confident with it. This will show your client that you are there to serve them in any way you can.  

4.     Make communication enjoyable

Communication with your client will be rare. You will probably only hear from them if they’re renewing a policy, have a question or need to make a payment. An important part of client retention is making every interaction you have with them as enjoyable as possible. Your focus needs to be on client experience. This means having a working automated messaging system on the phones, website or email.

5.     Stay organized

Staying on top of paperwork and other administrative tasks make a huge difference in customer experience. When you partner with JAR, you have access to a team of highly trained and customer-focused support staff ready to take on any administrative tasks of beneficiary enrollment processing. This gives you more time to work with your customers.

If you want to learn more about working with JAR, click here.