Many dental insurance brokers make sales and then just sit and wait for their clients to call whenever they have problems or questions about their insurance. To go above and beyond their expectations, however, it's important to do more than wait for them to come to you. Giving awesome customer service to your clients is the best way to keep their business and their trust. Here are some ideas on how dental insurance brokers can make clients feel like rock stars.
Get to know them
Ask questions during your first meeting to really get to know your clients, and then do what you need to do to remember some basic facts. Even if it means jotting down notes on notecards after every initial meeting, it's important to know your clients on a personal level. Above all else, remember their names. This simple tip can go a long way towards building and fostering relationships with your clients.
Listen to them
It may sound simple, but a lot of insurance brokers don't actually take the time to listen to their clients' needs and concerns and instead just try to sell them the most expensive package that they can. Listen to their needs and concerns and make sure they are addressed specifically in the dental packages you discuss. Personalizing the insurance experience is an important way to connect with customers who want to know they're more than just a number to you.
Reach out even when you don't need anything
You won't build a relationship with your clients if you only call them when you call them sporadically. Calling to check in and see if they need anything from you, on the other hand, will help you foster those relationships and will make your clients more likely to remember to call you if and when something arises that will lead them to change their current plan. Don't try to do a sales pitch on these phone calls—simply check in to see if there is anything you can do for them.
Let them know how they can save money
If you find out a way that your clients can save money, let them know! Nothing makes clients feel like VIPs than a call from their insurance broker, letting them know that there's a new opportunity that can save them money on their insurance premiums. Telling them upfront keeps you honest and builds a trusting relationship between you and your clients.
Making your clients feel like rock stars all comes down to personalizing the experience. Know your clients names and their needs, and connect with them throughout the year to make sure their needs are still being met to give them a VIP experience.