Fostering strong relationships with your policyholders is crucial for your ongoing success and integrity as an insurance professional. You likely communicate with your policyholders in the event of a claim or when it comes time to renew the policy, but could you provide more value? The more you invest in these additional interactions, the stronger your policyholder relationships will become.
However, we understand this requires time and resources. So, how can you achieve this when both are in short supply? This is where you can utilize the Business Resource Center to enhance and expand your communication efforts.
In your communications, include educational material like articles, checklists, videos and recorded webinars that provide information on how to take preventive measures to avoid loss. Additionally, highlight the availability of free or discounted services like the free HR consultation helpline and discounted background checks and screenings, as these can save your policyholders both time and money.
Here are some recommendations for how to create touchpoints with your policyholders:
- Send regular emails to check in with them and share valuable resources
- Tip: The Business Resource Center offers a diverse array of resources tailored for various business owners. Utilize the search bar on the website to locate specific resources that cater to your policyholder’s needs.
- Share articles on your preferred social media platform to help build brand awareness and provide valuable content. When you include a link from the Business Resource Center, an image automatically generates
- Tip: Use the resource’s intro paragraph as inspiration to help craft your social post
Still not sure what resources to share? Weather events and geographical or industry-specific topics are a good place to start.
- Reach out individuals who may be affected by impending severe weather or natural disasters, and link to our disaster preparedness resources
- Follow up on major events affecting your policyholder’s community or industry. Some examples include cyber-attacks, tragedies like the Florida Condo Collapse or new legislation that require business owners to take action like providing required training to employees and volunteers.
Increasing the number of value-added touchpoints with your policyholders is essential for deepening your relationship with them. Utilize the extensive library of resources offered by the Business Resource Center to get started today.
