Having a good client onboarding process available when you sign new clients makes the transitional process a lot easier and establishes trust immediately. It’s the first step towards a professional relationship, collecting information and outlining guidelines that will build customer loyalty.
How Does Onboarding Help Build Stronger Client Relationships?
An onboarding process is designed to introduce a client to the services you’re offering plus promote incentives to retain the client long-term. The onboarding process allows you to take charge of the relationship, set expectations, and drive it forward towards a more profitable relationship. By taking charge and following up with a detailed welcome packet you will inspire confidence and trust, assuring your new client that you are taking care of their insurance needs; their professional and personal lives are in good hands.
A detailed welcome packet should also outline any expectations you have of the client, information they need to provide, and any deadlines that need to be met to start building their insurance portfolio.
What Does the Client Onboarding Process Entail?
Develop a checklist to ensure your onboarding process is smooth and successful:
- Write a personalized introduction to every new client outlining items discussed in your meeting.
- Outline goals you have discussed with the new client in the introductory meeting and the next steps forward.
- Create a digital brochure with service information, content referencing your agency, and customer testimonials.
- Define clear lines of communication and contact information. If you are not the right point of contact, make it clear from the start whom to call in certain instances.
- Reinforce that you’re there to help as much as possible.
The onboarding process should be an ongoing process, boosting the relationship and growing the business simultaneously.
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