As an insurance agent, your goal each day is to work toward producing sales and servicing any needs of existing clients. Although you have your E&O Insurance in place to protect your livelihood, once you have been given the opportunity to meet with a prospective client for the first time, it’s up to you to do more than show up—you need to shine.
Oftentimes, prospects meet with more than one agent, unless they have a solid referral from a family member or friend and find that once they meet you, they trust you. It’s important to shine regardless of whether or not you make a sale, because chances are your prospect has other family members and friends.
Although they may decide against purchasing insurance, if they like you, they will mention your name to others. And although you may not have made a sale, having someone who will pass your name along to others shows that you succeeded in making a good impression.
For many, making a good impression is a part of everyday living. For the new agent or the agent who’s feeling weary, however, it’s important to be sure that you are putting forth your best effort when you meet with professional liability coverage prospects.
Here are some suggestions to follow: