Tuesday, July 29, 2014

Reeling In Prospective Clients

While some insurance companies are overworked and worried about how they’re going to handle the claims management process for all of their many clients, others....well...others would be glad to have that kind of problem. If you’re one of the insurance companies that falls into the second group, meaning you don’t have nearly enough clients, don’t worry. There are things you can do to improve your situation. 


Hopefully, you’ve already got a good website and are using social media to attract potential customers. If you’re not, that’s step one! If you are, then perhaps you just need a way to “reel in” those prospective clients who visit your website or click on your ads.

One easy way is to offer a free service to your potential clients, such as a rate quote or some type of risk assessment. The trick, however, is to only provide that service if clients fill out an online or mail-in form with some basic information about themselves.


You can then use that information to follow up with potential clients and (hopefully) talk them into joining up with your insurance firm. The process can take a little work, but when you’ve got plenty of clients (and plenty of money coming in), it will be well worth it, so get to it!

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