Bringing new business into an agency requires the nurturing of prospective clients. However, there’s a few key mistakes that insurance agents make as they’re trying to win over prospects, such as forgetting to follow up with them.
“You have to follow up with a prospect to increase your chance of writing that policy and getting that sale, but it’s very easy to get distracted with whatever fire is in front of you,” said Becky Schroeder, chief marketing officer at Insurance Technologies Corporation (ITC). “It could be that a follow up gets missed because the agent is out sick or on vacation and then they don’t get those follow up reminders until they return, which by that time that consumer may have bought the policy elsewhere and it’s too late.”
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