By Kate Ranta on Dec 28, 2022 3:00:00 PM
As an insurance broker, you are one of your clients' most important partners. You’re an expert in your field and can give straightforward advice on health benefits. This is based on your knowledge of what your clients need. Finding cost-effective coverage at competitive prices and negotiating good deals on behalf of your clients is your job. And you’re good at it!
- You use your knowledge, resources and relationships to provide the right insurance to your clients
- You can work as a trusted advisor to your clients on a solution to suit their needs
- Use your resources to be flexible and meet your client where they are
- Be an advocate for any insurance questions or concerns your clients have
When selling your services to clients, don’t forget to mention the following advantages that insurance brokers like you bring to the table:
1. You build relationships. You create and maintain relationships with insurance companies whose products align with your clients’ needs. You can leverage these relationships to provide the ideal service for clients when choosing insurance.
2. You’re an important advisor. You work directly with your clients as an advisor to offer personalized advice and service. By knowing your clients, you can help adapt insurance coverage as the needs of their employees and their business change.
3. You’re flexible. It’s important to be flexible to the many ways clients like to communicate. You know this, and you adjust. Many of your clients may prefer face-to-face conversations about benefits, at least to start. You can also let them know that you are reachable via phone, email, text, or social media depending on their preferences.
4. You’re trustworthy. Gaining clients’ trust through good faith goes a long way. By making their interests a priority you will build loyalty and know they can count on you—because you’ve always made solid recommendations.
5. You’re their advocate. You go to bat for your clients. Being an advocate for them if they should have issues with their coverage—and ensuring the carrier acts quickly and fairly—is paramount. You can show clients that your services will save them from time-consuming administrative tasks, denied claims, and other financial issues relating to insurance.
6. You’re filled with industry knowledge. No one knows this industry better than you do. You know how to navigate the confusing and ever-changing world of health insurance. In fact, you can play a key advisory role in healthcare exchanges. This knowledge alone makes you invaluable.
There you have it. These are all ways you can let your clients know that you’re a key advisor for them—and one that they need and can rely on!