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In the world of insurance professionals, you can be either a captive agent or an independent agent. Captive agents do not own their book of business, while independent agents own their book of business. It is time to increase your income and return on investment.
If you're still running your business using file cabinets, a Rolodex, business cards or jotted posted notes; or even just a generic CRM then we've got a solution for you. Increase your insurance business with FREE tools from us.
Successful agents know that future business or referrals may depend not just on how well you do selling a current policy, but also how well the customer service with that carrier ends up serving that client.
Knowing past experiences that other clients have had with the customer service provided by the insurance carrier can help you figure out how to direct future clients. For more people, ease of customer service and overall professionalism are important factors to be considered. As an agent, being mindful of this and doing your own research about how companies may it easy- or not so easy- to do business with them is a powerful tool.