How to keep clients happy
It is important to keep your clients happy on a daily basis. This is what helps retain business and keep people coming back to you! In my opinion, one of the most important things is helping the client realize you are working for THEM and not the insurance company. You have to be on your clients side all the way, rather than the insurance company.
Below are some ways to do so:
At each renewal provide them with quotes from all companies who quoted/declined
Look out for their best interest at all times
Explain to them their coverages and how they can be improved or what they maybe don't need
Always return phone calls / emails in a timely manner
These are all very important to keep retaining your clients. AT each renewal, not only do I give them their renewal quote, but also quotes from all of the companies willing to provide. This way it shows that you not only tried, but also that they are in a good place paying a reasonable price. This will refrain them from shopping insurance elsewhere. Remember, the client comes first!