What To Include In Your Client Onboarding Welcome Packet

When welcoming new clients to your independent agency, you have to create an environment that makes them feel valued right away. A good onboarding packet makes that introduction process more seamless. It provides your client with all the necessary details to get started while making them feel comfortable with the transition they’re making to your agency.

These are the key elements to keep in mind when creating an onboarding welcome packet.

Key elements in a client onboarding welcome packet

A client onboarding welcome packet is the first step to solidifying a good relationship with your new client. With every welcome packet should be a personalized email that thanks new clients for their time and includes a quick overview of your meeting and any specific goals and promises that were made. This will make clients feel valued and heard, assuring them that they have made the right choice in acquiring your services.

Once you've covered details specific to that client, you can include essential information such as:

• Agency organization and hierarchy
• Clear lines of communication
• Define expectations - what they can expect from you, what you expect from them
• Homework for clients and deadlines
• Insurance information relevant to each client
• How  to file a claim

A thorough packet should provide your client with all essential insurance information. Additionally, clients should get a clear sense of what they get when they work with your agency and the value that you can bring to their lives, personally and professionally. They should know how/why they’ll benefit from working with you. 

How the packet looks is also important. Make it representative of your brand. Understand the tone and the communication style that your ideal clients appreciate and respond to and make a stronger, longer-lasting impression. Always include your logo on every page of the packet to strengthen brand recognition and increase brand awareness. 

Establishing strong client relations will set you on your way to a good working relationship that benefits both parties.

Contact AAI and join today to learn how to create a strong onboarding packet that sets you up for stronger client bonds and increases client satisfaction!