You’re Back in the Office! Now What?
Insurance agents 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. Whether it is for a leave of absence, time off for extra schooling, or a social distancing epidemic, after being faced with long periods of time working remotely, it might seem like you will never get back in the office and the normal rhythms of life. But eventually, that time does come, and when it does, here are some tips to ease back into your routine.
Send out emails to communicate updates with your clients.
Communicate your plan for re-entering back into a normal working situation and let clients know you are available. Consider sharing your experiences during your time working remotely. Sharing your own challenges, changes and reflections demonstrate to your clients that you understand their experiences and that they can turn to you for guidance and future needs.
Reconnect with clients you haven’t spoken to in a while.
Especially after an epidemic like the one we’ve recently faced, worried or stressed clients might need some extra guidance. Their insurance needs may have changed or they may have new questions about their existing life insurance, health insurance, or property insurance policies. A face-to-face meeting will be a helpful way to assess their situation.
Check in with your team members.
If you’re on a team or leading a team, it’s a good idea to touch base with these colleagues in person – see how they are adjusting and ask if you can help them with anything.
Find creative ways to build rapport with clients.
It’s likely you did your best to stay in touch with clients during any remote working. Maintaining rapport like this builds loyalty. Think through some creative ways to reward your loyal clients as you enter back into a normal work pattern.
Be adaptable to new changes.
During times of working remotely, you may have found some options for selling or promoting insurance needs that were beneficial to some of your clients, such as video conferencing, automated quoting, e-Applications, or webinar sessions. Technological solutions that help with key tasks can have a long-term effect on not only helping through a crisis like the recent pandemic but also better serving clients in the future. Consider using the best new techniques you’ve discovered – even after you return to a normal work schedule. These can be powerful tools in building successful long-term client relationships.
Update your credentials.
If you used some of your extended time working remotely to take online continuing education (CE) courses, make sure you update these CE credits or certifications on your website and/or business cards. If you haven’t been able to catch up on your CEs, be sure to check out InternetCE’s courses for any of your CE needs! Our online courses help you to 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.
Be patient with yourself and others.
When you re-enter the regular rhythms of life, you may find you are creating a new normal rather than going back to the plans and schedules you had before. Your colleagues and clients may be experiencing the same adjustment. Be patient with yourself and others as you all ease back into a new routine.