25 Welcome Kit Ideas For New Insurance Customers
Selling insurance is hard. Really hard! In fact, making a sale is so hard that agents often forget the most important part of building a successful insurance agency: Developing a ROCK-SOLID relationship with every client. There’s no better time forge that relationship and boost the lifespan of your clients than immediately after the intital sale, but it’s easy to miss because it’s so exciting just to close the deal. That’s why I recommend creating a formal Welcome Kit for new clients. Traditionally, a welcome kit is a folder full of papers for you to explain face-to-face but it doesn’t need to be exactly like that. The point is just to have something formal to walk every new client through all the most important things they should know as a client of yours. Here’s 25 ideas to get you started on building your new customer welcome kit: 1) Conversation Checklist Create a simple one-page checklist of all the things you want to discuss with each new client. (this arti