Every customer has different insurance needs. Managing your relationship with a customer looking for health or car insurance is not the same as managing your relationship with a customer who needs insurance for their new home. There is also a difference in how you’d approach a long-time homeowner versus a first-time homeowner.
Buying a home is a significant milestone in life. The process of protecting that investment can be overwhelming for a new homeowner. They are likely to come up with many different questions to which they’ll need answers before moving forward: What type of coverage do they need? How much coverage is enough? Are all policies the same?
As an insurance agency owner, you want to give those new homeowners the details they need to gain peace of mind, making an informed decision to protect their home the best way they can. Guiding them and providing them with excellent customer service will help you build a long-term relationship and get some referrals in the process.
Here are some selling tips that can help you appeal to new homeowners and grow your agency:
Instead of getting into the role of the salesperson, be an advisor. Offer the pros and cons of the various policies that could be a good fit for them. Let them know what they do and do not need. Put their needs first and provide clear and concise information to help them make the best choice.
Customers tend to feel more attracted to the benefits an insurance policy may bring rather than its features. Talk about how having a home insurance policy is beneficial for them, making their lives much simpler during the most challenging times.
Having a social media presence makes you more relatable and allows your audience to quickly engage and interact with your independent insurance agency. Post helpful tips and articles for customers to learn to navigate in the insurance world. Feel free to share success stories about the benefits of having homeowners’ insurance. That will encourage your audience to follow the same path.