Stay up to date on the latest in health insurance marketing and technology. Once you’ve got a folder, what do you put in it? Your client will need information specific to the policy they have purchased or plan they have chosen to enroll in. Sample Insurance Agency provides superior customer service and represents the top local and national insurance carriers. If you need some guidance to draft a health insurance renewal letter for your employees, consider using the sample letter provided here as a starting point. When composing a formal or business letter, presentation style as well as layout is vital to earning an excellent initial perception. A single platform for health plan information including rates and benefit details. Also, the narrative makes Away’s luggage feel thoughtful and bulletproof. The checklist ensures everything is covered and also keeps the client engaged and receptive by outlining the information you’re going to cover. You’ve worked hard to close a sale, so use that momentum to build your business and reputation as an industry leader. I agree 100%. And if you’re not already seeking positive online reviews here’s why you should be: Make your new clients feel like a part of the family by introducing them to all the members of your agency team. Few others are taken voluntarily. Client:We are privileged you have selected XYZ Agency to handle your insurance needs effective January 1, 2001. Hmm…. Please advise. Sincerely, [Signature] Your social media presence will serve as a way to keep the connection intact, and will be a reminder of your services and your role as an industry leader. This type of letter is used to manage the expectations of a new customer and provide him or her with maximum help required. Write your welcome letter to demonstrate to others that you value them. Acknowledgement Of Representation. I know a lot of your clients don’t want to take the time to have an annual policy review with you. Before you begin the benefits enrollment process please review the County of San … I’d prefer your new clients walk out of your agency having already liked your Facebook page, followed you on Twitter, and connected with your staff and you on LinkedIn but that’s not very likely, is it? Or maybe you deliver all of this information in separate PDFs or emails to the client over the course of their first year with you…, very helpfull all of 25 tips are intresting and helpfull.Thanks. In the health insurance business, a comprehensive welcome kit can help you make that emotional connection with your new client. From there, add a personal touch. (Along with all the other marketing goodies you put in there.). It’s how you make someone feel when they come into your home that matters. Magnets and pens may seem inconsequential, but when your brand is sitting on your client’s desk or refrigerator, they will be more inclined to call you with questions or additional coverage needs. Tell your new employee why you are so excited to welcome him to the team.You may use this opportunity to personalize the welcome letter to the employee. Customers are making decisions on who to call based on reviews. Your clients WANT to feel they’re getting more value for their money. Create a simple one-page sheet that shows all the different policies and products you sell. This is a great supplement (not a replacement) to walking new clients around the office to meet everyone and it’s a great way to put faces on the agency for clients who might never see the inside of your office. * We never share your information with third parties. Sample insurance surrender letter has to be written to formally submit this request. 3) If you know another agent who wants better retention send them a link to this article. A good time to send your new tenant a welcome letter is after both parties have signed a lease but before you hand over the keys. 4) And Click the Like, +1, Tweet, or LinkedIn button so I know you want more information like this. Triad Business Journal Recognizes Parrott Insurance United Healthcare Updates: Premium Relief & New Digital Tool Michelle Wilson-Reynolds Joins Parrott Insurance Is it possible to overload clients with too many papers? You have signed an Agent of Record letter that allows us to service your polic… It reinforces the idea that you can support all their insurance needs forever. Introduce the customer with all the products and services that your … Choose who will send the welcome message. Most commonly used in PIP or bodily injury claims, where there is a potential for coverage dispute litigation. According to web sites like Insurance Quotes, 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. A comprehensive kit welcoming your client to their new insurance coverage will make a lasting impact on your relationship and the potential for future cross-over insurance sales and referral business. Make sure your client knows what types of insurance products and plans you sell, and keep your list updated as your business evolves. Questions? Create a one-page sheet that explains how customers can write positive reviews for your agency. All the different ways to get a quote. Let them know that you appreciate them and want them to feel at home with you and your products and services. The first letter informs the insurance company of the student’s current enrollment status in a timely fashion, and the second letter responds to the abrupt and retroactive termination. The same introductory information can be digitally uploaded to your website or sent to new clients online, but a well-designed packet, preferably encased in a branded plastic folder your client can keep as a lasting resource, is an added value that clients will appreciate. Branded water bottles or travel mugs go with your clients when they go the gym or a meeting, and can start a conversation that may result in a referral or recommendation. If you have met them, mention something of interest. I thought to compensate for this by providing a custom made folder, but that’s an expensive choice. Dear [NAME], Many thanks for expressing an interest in my services. If the client says they don’t want a life insurance quote ask them to sign a refusal form. Group Health Insurance Renewal Letter. Other times, the welcome message will be sent by the customer’s assigned account manager. Let them know that you appreciate them and want them to feel at home with you and your products and services. It should be personal, with specific reasons why they were hired. This is someone you’re hoping to build a relationship with. Fill your insurance welcome kit with an array of information personalized to your company, products and services. After coming up with all those reasons I’m thinking maybe you should put it on a refrigerator magnet! Start with a warm expression of welcome or gratitude for the customer's business. Let me guess, here’s what your firm’s welcome packet looks like: Form letter with generic information supposedly written from the company president boasting about your 20+ years in the business, how you are a fiduciary, and all the success you’ve had serving clients and how everyone loves you; We have an experienced team that can analyze your insurance needs and suggest the best options. Many brokers recognize the relevance (and success) of embracing innovation in their insurance sales business, but a welcome kit should be printed and presented in person or sent within the first 2 days after closing the sale. I would consider working with you to achieve your goals both an honor and a privilege. Disclosures State Farm (including State Farm Mutual Automobile Insurance Company and its subsidiaries and affiliates) is not responsible for, and does not endorse or approve, either implicitly or explicitly, the content of any third party sites hyperlinked from … These are great for grandparents because they love giving the kids a present and since it’s about safety their protective instincts will be fulfilled. As appropriate, mention specific goods or new product lines. This is pretty straightforward.Use the first sentence to offer a warm welcome to the company. Dig into the Details If you’re like us and believe the biggest differences come from the smallest details, check out our regularly updated blog and case studies and whitepapers to read about the latest safety developments and cutting-edge risk control strategies. Remember, the right welcome letter can help you win friends and influence customers. This is an MS Word template letter to acknowledge notification of legal representation of a claimant. If your clients have any children or grandchildren, give them coloring books or other safety information for the kids. It’s a lot easier to explain all the benefits of an Annual Policy Review during new business when the client feels no pressure toward setting an appointment. If you don’t want to create special cards, get a stamp that says, “Referred by _____” and stamp the back of your business cards. Welcome! Away’s welcome email gives you five strong benefits and reasons to choose their product, reducing anxiety by offering a 100-day trial. Ask your clients for the contact information of a friend, neighbor, or relative you could contact if there was ever a major emergency with the insurance. - Marketing and Sales. More positive online reviews helps you rank higher in Google. Subscribe for latest software & carrier updates. A welcome letter to a new employee who has accepted your job offer confirms the employee's decision to accept the position. Be creative, use dynamic and sophisticated colors, and choose quality materials (card stock, glossy pages, etc.) Put in the time, effort, and marketing dollars to designing a professional and informative welcome kit can result in referrals, product sales, and ultimately, an increase in your revenue. If you approach new business like every new customer will be with you for life, a lot more of them will be. Invite communication and questions. Here are some ideas of what can be included in welcome kits for insurance: The intent of this insurance welcome kit is to encourage your client to return to you with any other insurance needs they may have. Insurance Letters. Here are nine ideas for what to include in your welcome kit. I’m a cheapskate, but I don’t think this is a place to skimp. Explain to clients how you handle customer service with specifics. 1) Use a few of the ideas here you like most to develop or enhance your new client welcome kit in the next week. This isn’t the time for a generic “dear valued client” letter. You can offer some kind of reward for both parties (depending on local insurance laws) or just give a few reasons why your agency rocks. Right after you’ve saved someone a ton of money is the best time to ask for a review because 6 months later they forget. As we discussed in our meeting, you wish to remain with ABC Insurance Company until your policy renews on June 1, 2001. Here’s 25 ideas to get you started on building your new customer welcome kit: Create a simple one-page checklist of all the things you want to discuss with each new client. I realize there are numerous agents you might have chosen so I greatly appreciate the opportunity to fulfill your insurance needs. Policyholder Resources . for printing. Additionally, welcome letters often contain links to forms the employee will need to fill out for purposes of employment status and … A referral card is a special card designed for your clients to carry in their wallet and hand to someone as a recommendation of your agency. Welcome! The more connected your clients become to the carriers you sell the more likely they will renew. Insurances like theft-insurance, life-insurance, medical-insurance, fire-insurance and accident-insurance are taken by the insurer … You will, of course, need to adjust it so the information is specific to your organization's situation, but it's a good example of … If you have a list of clients who know you or if you are fortunate to have permission to mail to another professionals list (CPA, Financial Planner, Broker etc), then a modeling and mailing letter like this may help you generate life insurance leads. Lenders require that title insurance be taken in the amount of the loan to protect them should any claims against the property’s title arise. If you want to take an extra step toward the sale, include another space on the form for how many weeks prior to renewal your agency should contact the client. We have a wealth of real-world tips and cost … Create a simple one-page sheet that explains your different social media accounts with URLS to each. For that, letter to surrender the LIC policy has to be written. I’m not sure if this requires an entire page in your new business package, but it should definitely be easy for the client to find whatever contact information they need for your agency. I think a lot of agents don’t create an established referral program because it sounds complicated and they’re confident they’re already handling referred business well. ID Card Holders. You might make a cross-sale right then and there. Use it as the introduction at the beginning and to review at the end. An online health plan enrollment portal for select carriers to minimize paperwork. When I wrote all these ideas I wasn’t intending for an agent to use all of them, but I know different ideas will resonate with different agents and their needs. I have a pizza cutter from 5 years ago and will be looking at pictures of my kids wearing Allstate bibs for the rest of my life. I can’t blame them, the idea hasn’t been sold to them beforehand so it sounds like a sales trick. Unless your agency is like the Progressive commercials with shelves full of policies, your clients won’t know what else you sell if you don’t tell them. A relationship management tool to nurture health insurance leads and engage clients. Posted in Agency Management, Customer Service, Lead Generation, Sales, Social Media. The client relationship doesn’t end at the sale – it’s just beginning. There are many reasons for taking insurance and writing insurance letters. Your clients WANT to be a part of something special. You should constantly be asking yourself this question: “How can I possibly make it EVEN EASIER for clients to refer us?”. No matter how much your customers think they know what to do, they’ll appreciate a simple instruction list when something bad happens. Express your appreciation. They don’t need to be leather-bound, but show clients you’re investing in a long-term relationship with a high-quality folder to hold their new client paperwork together. Sometimes, the welcome letter will be sent signed by an executive, like the CEO. Make sure your clients can keep in touch with you. The advantages of writing a new customer welcome letter could include: It offers an official introduction of your company to the new customer It gives the new customer reassurance that they made the … Could you go through them during new business and avoid a lot of phone calls later on? Just go through our assembled list of best insurance email templates and choose the most apt template for your services in order to boost it up. This letter needs to be customized with, at a minimum, the client’s name. Putting a doormat in front of your house doesn’t make someone feel welcome, even if the word is written in bold print. The insurance welcome kit can be a catalyst for a lasting relationship. Contact Employee Benefits: (650) 363-1919 or benefits@smcgov.org Congratulations and Welcome to the County of San Mateo! Waiver documents you create are probably not going to have any major legal protection value (although they probably can’t hurt). If so, join thousands of agents who get exclusive Insurance Marketing Ideas and a FREE COPY of our eBook: 10 Actions to Boost Your Agency's Google Rankings Today. Congratulations!). The real value is to get clients to consider your recommendations more carefully. Students affected by an eating disorder may be eligible for a medical leave of absence from college for up to one year—so you may No problem -just sign this waiver. Consider setting up accounts right there in the office, or scheduling a time when they’re in front of the computer to walk them through the process over the phone. Your clients WANT to be treated like they’re important. Having this reference material included will make it more likely that your clients will retain the folder for their own records. Create a list of the most important phone numbers your clients may need. In addition, it depends on the number of customers or users who purchase the products and how these customers value such products … Excellent storytelling! What are the 3-5 most frequently asked questions your agency receives. Create a simple one-pager that explains everything a client might need to know about referring your agency. (And I’m sorry to break it to you, but “We’re trying to get 100 fans” is a really stupid reason). The primary objective of welcome letters is to boost the recipients' morale and to let them know that they are now an important part of the team. Get some nice ID Card Holders for your new auto insurance clients. The letters are considered a gesture of courtesy and the loveliest way to show the recipient that you appreciate his/her presence, efforts, or interests in doing something. Motor insurance is legally compulsory. Every insurance agency should have at least 5 positive reviews on Google and Yelp to protect against the potential reputation disaster of having only one review from an irate customer. I’m a cheapskate, but I don’t think this is a place to skimp. My friend [name of mutual acquaintance] suggested I reach out to you regarding your current insurance needs, and I wanted to take the opportunity to make myself available to you. Written by John F. Carroll on April 12, 2016. Welcome letter to new clients The business success not only depends on good management of company resources, but also on the quality of the products or services it offers. It’s funny how someone can spend thousands of dollars at your agency and walk away excited about a pen you gave them because it has a cool clicky thing. Make it funny by adding in a question that’s obviously not frequently asked. Perhaps you might pick out a certain way in which the em… As the buyer, you are entitled, and encouraged, to take title insurance as well. Chances are, your carriers aren’t going to require you to collect an emergency contact person for your clients, but it’s still a good idea. Your value lies not only in the products you sell, but in your role as a trusted adviser and knowledgeable source of insurance related information. Get … Customer Welcome Letter Sample. The welcome kit is a tangible communication of your commitment to your clients and their needs – now and in the future. - By: Cassie Dodd 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. In addition to the basics, encourage your clients to connect with you on Instagram, Twitter, and Facebook. My Insurance Letters works for you to make that contact and demonstrates to your potential client why you are the best choice for his or her insurance needs. That’s why I recommend creating a formal Welcome Kit for new clients. Even if you just have a sponsor’s table at the annual pie eating contest put it on your list. Just make sure customers know they can always call you – don’t cut yourself out of the value equation! Now’s the time to give out all that cool stuff with your agency’s name on it. Sign Up Today! Designing an insurance welcome kit full of resources will have your clients referring you to friends and family members, but where should you start? Make a checklist with every line of insurance the client might already own with a line next to it to fill in the renewal date. Collection of insurance renewal letter template that will perfectly match your needs. And it should also cut down on some of the unnecessary calls you get in the agency. Consider a page of positive testimonials, including any notable clients willing to write a quick review of your products and services, to reiterate your commitment to strong client relationships. Make sure you are welcoming clients with professionalism, sincerity, and credibility with helpful information, valuable resources, and a clear commitment to your client. I could also fit a lot of the above into a page or two but I don’t think that is possible. For instance, you may consider offering a reward if a client provides you with contact information for a friend or family member that purchases a policy or enrolls with you. When would be a good time for you to discuss your specific requirements further? Assortment of renters insurance letter template that will completely match your requirements. Students affected by an eating disorder may be eligible for a medical leave of absence from college for up to one year — so you may want … The welcome kit can communicate your commitment to service, and can give you a considerable edge over your competitors. Assure the customer that you can meet his or her needs and expectations now and in the future. Client referrals can lead to an increase in individual, Medicare and/or small group sales. Posted: July 13, 2017 Make your kit a dynamic resource that builds over time. Giving your producers something to talk about reduces the anxiety over “asking” for a referral because they’re not asking for anything – they’re just explaining the program. Explore supported carriers by state. This page should include background information on your insurance agency, as well as personal individual bios. Depending on the goal of your new employee welcome letter, this sample gives you a template to follow. Does your agency participate in a few events throughout the year? 1 - Personalized cover letter or email. People are used to being asked this question so they won’t think twice. In the health insurance business, a comprehensive welcome kit can help you make that emotional connection with your new client. Maybe it’d be good to combine this idea with number 7 above. Reinforce and popularize your insurance agencies, venture capital firms and companies with the help of 10+ Best Insurance Email Marketing Services For Life Insurance Companies, Pets, … You might read all these ideas and think, “My new clients wouldn’t want all this, they just want their insurance.”, (Of course if you bring that attitude your clients will sense it and you’ll fulfill your own prophecy. Such claims can occur from fraud, misfiling of court records, unrecorded title claims and other circumstances. As I’ve written before, don’t just ask them to connect, explain WHY your clients should WANT to connect with you. A welcome kit expresses your hope to continue working together in the months and years ahead – and lets them know your services do not end with the enrollment or sale. (call, website, fax), The life events when someone should talk to an agent, The clients you have the best rates/products for, 5 Reasons why your friends are better off with our agency, What’s handled inside the agency vs. by the carrier, How quickly customers can expect responses. Print your client’s application and/or policy information. Welcome kits for insurance can include some fun things to keep your name and brand on your client’s mind. 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. If you also wish to write a letter to surrender the LIC policy, you can use the sample Insurance letter of application to the branch manager for surrendering of LIC policy. But if you don’t establish a formal referral program you’re missing out on a huge opportunity – making it easy for your producers to talk about referrals with clients. I’m drawing a blank right now, but I’m sure you can think of something funny. These are also called new employee orientation letters. (this article would be a good starting point). INSURANCE FORMS To view a form from the listing, click on that form’s title GENERAL FORMS & CORRESPONDENCE Release Of All Claims Letter To Patient When Insurance Company Rejects Claim Letter To Insurance Company After Paper Review Insurance Assignment, Information Release And Payment … Quotit offers coast-to-coast carrier coverage. When writing a formal or organisation letter, presentation style as well as layout is vital making an excellent impression. 2) It doesn’t have to be perfect to start using it. John F. Carroll is the founder and CEO of, Customer Reviews for Insurance Agents – Free PDF Download. Use this opportunity to cement a business relationship or charm your neighbors. It prepares the client for future conversations about additional lines. Tell them they might need it someday so put it in a safe place and don’t throw it out. This letter is drafted to welcome a new customer in your store, agency or organization. Communicate More Effectively Insurance clients expect good communication. It also tells your clients they’re not just getting a policy, they’re getting a team of experts at their service! The welcome letter helps the new employee feel wanted and welcomed. (That’s how I know what to write in the future). Create a simple document the client signs if they refuse a certain coverage or another line of insurance you think they should have. Include work background, education, and pictures of your staff along with each member’s individual contact information and LinkedIn URL. Health insurance sales are often based on the confidence a consumer has in their broker to answer their questions, address their concerns, and continue to assist them when they face changes in their lifestyle, budget, or health. Once again, we’re happy to welcome you to the State Farm family. It prevents the client from buying another line of insurance somewhere else. In addition to the basics, encourage your clients may need write in the future out all that stuff. Compensate for this by providing a custom made folder, but I don’t think is. Insurance welcome kit can be a catalyst for a generic “dear valued client” letter your name and on! You just have a sponsor ’ s the time to have any major legal protection value although... Specific requirements further times, the idea hasn ’ t think this is someone you’re hoping to your. This is pretty straightforward.Use the first sentence to offer a warm welcome to the County of insurance welcome letter Mateo never your! 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