Insurance agents – from property and casualty to health insurance – generally work closely with other people, including coworkers, clients, and business partners. While it is optimal to maintain these relationships and connect with others in person, there are times when these practices need to be done remotely. Below are some tips for how to care for your clients and continue to sell insurance when you need to work remotely.
Reach potential clients.
Time working remotely can be a great opportunity to compose a public blog with helpful information or find advertising options to reach new clients.
Make use of mass communication methods.
A mass text or email to your current clients is a quick way to let them know you are there for them. You can also use text or email to see if they have any needs or questions. This might be the first step in creating a future follow-up conversation.
Make connections as personable as possible.
Just because you can’t be with clients in person doesn’t mean you can’t connect with them in a personal way. If you have local clients with busy schedules, disabled clients who can’t meet with you in person, or clients who live far away, selling insurance or communicating remotely can be a good solution. There are several options to make these remote connections more personal.
- A traditional phone call is a comfortable way for most people to communicate. A phone call is more personal than an email and makes it easier to answer questions.
- FaceTime, GoogleDuo, or other video call applications take the traditional phone call one step further. Seeing a client allows you to pick up on facial expressions, mannerisms, and other interpersonal traits. Pew Research Center notes that the majority of individuals over 65 own a smartphone, making a video call a viable option even for your senior clients.
- Use a video conferencing program such as Zoom. This is a good way to connect with your team members and colleagues to discuss products or industry changes. It is also a great tool to discuss or present information to existing clients. Programs like Zoom make it easy to meet with multiple people at once. In addition, it allows you to share your screen with others to present documents, presentations, etc. (For more info on Zoom, please visit this link.)
Make use of E-Applications and E-Signatures.
New Horizons Insurance Marketing notes that e-Apps are a convenient way to have clients fill out applications and receive timely approvals. A quick search online can point you to several resources and options to make use of this helpful tool.
Use “computer time” to your advantage.
If you are working from home and are limited in how much face-to-face time you can have with clients, it might be a great time to take online continuing education (CE) courses. These CE courses help you stay knowledgeable in the field and provide you with the CE credits you need to continue to be a top insurance agent in North Carolina.
Nothing can truly replace face-to-face interactions when you care for clients and sell insurance. But, being intentional about maintaining interpersonal relationships and making use of the many technological options that are available to you can make working remotely a successful endeavor.