Call Us 913-661-0466 ☰ ˟
Logo
Call Us 913-661-0466
  • Header 7
  • Our Agency
    • Personal ProductsImage of right arrow
      • Home & Auto Insurance
      • Auto InsuranceImage of right arrow
        • Liability Coverage
        • Comprehensive Coverage
        • Collision Coverage
        • Uninsured & Underinsured Motorist Coverage
        • Diminishing Deductible
        • Accident Forgiveness
        • Minor Violation Forgiveness
        • Roadside Assistance
        • Specialty Auto Insurance
        • 24-Hour Customer Service
        • Towing
        • Rental Reimbursement
        • Personal Injury Protection (PIP)
        • Medical Payments Coverage
      • Home InsuranceImage of right arrow
        • Property Insurance
        • Homeowners Liability
        • Renters Insurance
        • Condo Insurance
        • Mobile Home Insurance
        • Scheduled Property Insurance
        • Landlords Insurance
        • In-Home Business Insurance
      • Other Personal InsuranceImage of right arrow
        • Identity Theft
        • Personal Umbrella Insurance
        • Data Backup
      • Farm InsuranceImage of right arrow
        • Crop Insurance
        • Farm Owners Insurance
        • Farm Livestock Insurance
        • Equine Insurance
        • Farm Equipment Insurance
        • Farm Dwelling Insurance
        • Farm Structures Insurance
        • Farm Auto Insurance
        • Farm Umbrella Insurance
        • Farm Liability Insurance
      • Life InsuranceImage of right arrow
        • Individual Life Insurance
        • Group Life Insurance
        • Long-Term Care Insurance
        • Mortgage Protection Insurance
        • Disability Insurance
        • Second-To-Die Policy
        • Key Person (Key Men) Insurance
      • Health InsuranceImage of right arrow
        • Individual & Family Health Insurance
        • Group Health Insurance
        • Dental Coverage
        • Vision Coverage
        • Long-Term Care Insurance
        • Supplemental Insurance
        • Disability Insurance
        • Medical Expense Insurance
        • Child Health Insurance
        • Prescription Insurance
        • HSAs
      • Recreational Vehicle InsuranceImage of right arrow
        • Boat Insurance
        • Motorcycle Insurance
        • Motorhome Insurance
        • ATV Insurance
        • Snowmobile Insurance
      • Financial ServicesImage of right arrow
        • Financial Planning
        • Annuities
        • 401K
        • Retirement Plans
        • Mutual Funds
        • Pension Plans
        • Profit Sharing Plans
        • Traditional & Roth IRAs
      • Additional Insurance ServicesImage of right arrow
        • Special Event Insurance
        • Other Services
    • Commercial ProductsImage of right arrow
      • Coverage for Specific IndustriesImage of right arrow
        • Accounting Firm Insurance
        • Alarm Contractors Insurance
        • Insurance for Arborists
        • Construction Insurance
        • Consulting Firm Insurance
        • Specialty Trade Contractors Insurance
        • Craft Brewery Insurance
        • Educational Facility Insurance
        • Financial Institution Insurance
        • Healthcare Facility Insurance
        • Healthcare Practice Insurance
        • Law Firm Insurance
        • Life Science Insurance
        • Limousine Services Insurance
        • Livestock Insurance
        • Maintenance Contractors Insurance
        • Manufacturing Insurance
        • Maritime Employers Insurance
        • Media & Advertising Insurance
        • Orthotics & Prosthetics Insurance
        • Pool & Spa Insurance
        • Printers & Publishers Insurance
        • Real Estate Businesses Insurance
        • Retail Insurance
        • School Bus Contractors Insurance
        • Scrap Metal Insurance
        • Security Guards Insurance
        • Self-Storage Insurance
        • Septic Contractors Insurance
        • Specialized Truck Equipment Insurance
        • Technology Services Insurance
        • Tow Trucks Insurance
        • Water Well Drillers Insurance
      • Coverage for Your BusinessImage of right arrow
        • Leave Management
        • Loss Control Insurance
        • Marine Insurance
        • Business Owners Policy (BOP)
        • Commercial Auto Insurance
        • Commercial General Liability
        • Commercial Property Insurance
        • Commercial Umbrella Insurance
        • Crime Insurance
        • Inland Marine Insurance
        • Professional Liability
        • Workers Compensation
        • Bonds
        • Fidelity Bonds
        • Surety Bonds
      • Coverage for Your EmployeesImage of right arrow
        • Small Business Retirement Plans
        • Employer-Sponsored Retirement
        • Group Benefits
        • Group Disability Insurance
        • Voluntary Benefits
        • Retiree Health Coverage
        • Group Health Insurance
        • Disability Insurance
        • Individual Life Insurance
    • Our Carriers
  • Products
    • Home & Auto Insurance
    • Auto InsuranceImage of right arrow
      • Liability Coverage
      • Comprehensive Coverage
      • Collision Coverage
      • Uninsured & Underinsured Motorist Coverage
      • Diminishing Deductible
      • Accident Forgiveness
      • Minor Violation Forgiveness
      • Roadside Assistance
      • Specialty Auto Insurance
      • 24-Hour Customer Service
      • Towing
      • Rental Reimbursement
      • Personal Injury Protection (PIP)
      • Medical Payments Coverage
    • Home InsuranceImage of right arrow
      • Property Insurance
      • Homeowners Liability
      • Renters Insurance
      • Condo Insurance
      • Mobile Home Insurance
      • Scheduled Property Insurance
      • Landlords Insurance
      • In-Home Business Insurance
    • Other Personal InsuranceImage of right arrow
      • Identity Theft
      • Personal Umbrella Insurance
      • Data Backup
    • Farm InsuranceImage of right arrow
      • Crop Insurance
      • Farm Owners Insurance
      • Farm Livestock Insurance
      • Equine Insurance
      • Farm Equipment Insurance
      • Farm Dwelling Insurance
      • Farm Structures Insurance
      • Farm Auto Insurance
      • Farm Umbrella Insurance
      • Farm Liability Insurance
    • Life InsuranceImage of right arrow
      • Individual Life Insurance
      • Group Life Insurance
      • Long-Term Care Insurance
      • Mortgage Protection Insurance
      • Disability Insurance
      • Second-To-Die Policy
      • Key Person (Key Men) Insurance
    • Health InsuranceImage of right arrow
      • Individual & Family Health Insurance
      • Group Health Insurance
      • Dental Coverage
      • Vision Coverage
      • Long-Term Care Insurance
      • Supplemental Insurance
      • Disability Insurance
      • Medical Expense Insurance
      • Child Health Insurance
      • Prescription Insurance
      • HSAs
    • Recreational Vehicle InsuranceImage of right arrow
      • Boat Insurance
      • Motorcycle Insurance
      • Motorhome Insurance
      • ATV Insurance
      • Snowmobile Insurance
    • Financial ServicesImage of right arrow
      • Financial Planning
      • Annuities
      • 401K
      • Retirement Plans
      • Mutual Funds
      • Pension Plans
      • Profit Sharing Plans
      • Traditional & Roth IRAs
    • Additional Insurance ServicesImage of right arrow
      • Special Event Insurance
      • Other Services
    • Coverage for Specific IndustriesImage of right arrow
      • Accounting Firm Insurance
      • Alarm Contractors Insurance
      • Insurance for Arborists
      • Construction Insurance
      • Consulting Firm Insurance
      • Specialty Trade Contractors Insurance
      • Craft Brewery Insurance
      • Educational Facility Insurance
      • Financial Institution Insurance
      • Healthcare Facility Insurance
      • Healthcare Practice Insurance
      • Law Firm Insurance
      • Life Science Insurance
      • Limousine Services Insurance
      • Livestock Insurance
      • Maintenance Contractors Insurance
      • Manufacturing Insurance
      • Maritime Employers Insurance
      • Media & Advertising Insurance
      • Orthotics & Prosthetics Insurance
      • Pool & Spa Insurance
      • Printers & Publishers Insurance
      • Real Estate Businesses Insurance
      • Retail Insurance
      • School Bus Contractors Insurance
      • Scrap Metal Insurance
      • Security Guards Insurance
      • Self-Storage Insurance
      • Septic Contractors Insurance
      • Specialized Truck Equipment Insurance
      • Technology Services Insurance
      • Tow Trucks Insurance
      • Water Well Drillers Insurance
    • Coverage for Your BusinessImage of right arrow
      • Leave Management
      • Loss Control Insurance
      • Marine Insurance
      • Business Owners Policy (BOP)
      • Commercial Auto Insurance
      • Commercial General Liability
      • Commercial Property Insurance
      • Commercial Umbrella Insurance
      • Crime Insurance
      • Inland Marine Insurance
      • Professional Liability
      • Workers Compensation
      • Bonds
      • Fidelity Bonds
      • Surety Bonds
    • Coverage for Your EmployeesImage of right arrow
      • Small Business Retirement Plans
      • Employer-Sponsored Retirement
      • Group Benefits
      • Group Disability Insurance
      • Voluntary Benefits
      • Retiree Health Coverage
      • Group Health Insurance
      • Disability Insurance
      • Individual Life Insurance
  • Get A Quote
  • Resources
    • Refer a friend
    • Important Links
    • Insurance Glossary
  • About Us
    • About
    • Our Location
    • Employee Directory
    • Testimonials
    • Privacy Policy
    • Blog
  • Contact
Auto Icon

Auto

We browse through a wide variety of coverages and find the right one for you.

Learn More
Homeowners Icon

Homeowners

We browse through a wide variety of coverages and find the right one for you.

Learn More
Business & Commercial Icon

Business & Commercial

We browse through a wide variety of coverages and find the right one for you.

Learn More
Life and Health Icon

Life & Health

We browse through a wide variety of coverages and find the right one for you.

Learn More
Recreational Icon

Recreational

We browse through a wide variety of coverages and find the right one for you.

Learn More
Home > Blog > How Agents Can Become Partners With Their Clients
WEDNESDAY, SEPTEMBER 7, 2022

How Agents Can Become Partners With Their Clients

insuranceFor an agency to grow truly sustainable, it is critical to accomplish two things, sell insurance and develop and maintain strong client relationships. It is common for agency to concentrate their efforts on acquiring new customers but neglect building strong relationships with their clients. There is a balance that every agency employee needs to manage in order for the agency to thrive. These are some actions to help agents keep that balance.

Be Transparent

Transparency is critical for developing trust with clients and begins with effective communication. Maintain an open line of communication with your clients. Early on, have direct conversations to discuss and establish expectations. One point to discuss is the price you will charge and the services you will provide. Additionally, you should discuss your security policies and how you intend to safeguard their information. Inform them of your offerings and solicit their feedback on how you can best meet their needs. Engagement letters can be beneficial in this situation. You should outline expectations for both parties in the engagement letter to ensure that you are on the same page from the start.

Be Available

Making time for your clients demonstrates your appreciation for them. This does not mean you should stop everything the moment they contact you. Communicate openly and honestly that you have other clients and obligations but still want to be there for them. Establish effective methods of communication through which your clients can contact you. You should collaborate to determine the most effective method of communication, whether it is via email, a client portal, text message, over the phone, or in person. When they contact you, promptly respond to their questions, concerns, and requests.

Be Dependable

Assure your clients that they can rely on you. Complete your work on time. Be thorough and precise in everything you do. Regardless of the size of the task, give it your all. Communicate any issues or complications to your clients. Additionally, you should communicate plainly that you are in control of the situation.

Remember that communication is critical to developing a trustworthy relationship; speak with your clients to ascertain their top priorities and then incorporate their preferences into your workflow. A little bit of deliberate listening can go a long way toward establishing respect and appreciation.

Posted 3:26 PM

Share |


No Comments


Post a Comment
Required
Required (Not Displayed)
Required


All comments are moderated and stripped of HTML.

NOTICE: This blog and website are made available by the publisher for educational and informational purposes only. It is not be used as a substitute for competent insurance, legal, or tax advice from a licensed professional in your state. By using this blog site you understand that there is no broker client relationship between you and the blog and website publisher.
Blog Archive
  • 2025
  • 2024
  • 2023
  • 2022
  • 2021

  • home insurance(42)
  • business insurance(42)
  • auto insurance(42)
  • insurance(42)
  • business(6)
  • commercial insurance(6)

View Mobile Version

Contact Us Today!
913-661-0466

Social Social Social

Resources

  • Products
  • Customer Service
  • Payment Options
  • Report a Claim
  • News
  • About Us
  • Refer A Friend
  • Our Carriers
  • Blog
  • Contact Us

Contact Us

Olathe, KS Phone: 913-661-0466
Garnett, KS Phone: 785-448-2284
© Copyright. All rights reserved. | Powered by Insurance Website Builder