One fact that insurance agents can’t escape is that people who know little to nothing about the insurance products they select become unhappy customers who are more likely to switch insurers than happy ones. These clients often become frustrated and angry when something “goes wrong” with a claim or their premiums. They might then feel that their sales representative deceived them. You as agents can prevent these types of scenarios through client education and informed insurance decisions!

How Can You Educate Clients?
Define Everything With Simple Terms

A sales agent can sometimes cause anger and confusion by using too much insurance terminology. If you don’t already have a stack of flyers or brochures that outline industry terms with simple-to-understand definitions to hand out to every potential or existing client, then it’s time to create and print them. If an existing client has questions, take the time to discuss the terms with them and include examples.

Never Hold Back Any Fine Print

Your clients need to know everything they can about a product or service before they agree to invest in it. You’re more likely to close the deal than create negativity if you’re upfront and honest about all contract terms with a potential or existing customer. You never want a client to feel like you duped them. Your honesty can even help prevent poor reviews and legal troubles.

Listen and Respond With Knowledge

Every sales agent starts out with a script. Yet, your role goes beyond performing a one-off sale. Many people stay with the same insurer their entire lives. As a result, you need to build a relationship with the client and their family through informed insurance decisions that can last a lifetime. When you actively listen to their needs and respond with fantastic information that reveals your experience and honesty, you’re more likely to acquire their trust and loyalty.

Hometown Quotes is a trusted source of knowledge and a thought leader in the insurance industry. We do more than provide the best real-time leads. We help agents become experts who thoroughly educate their clients. After all, informed clients make informed decisions they’re less likely to regret someday.

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Emma Graham

Emma Graham is the Senior Digital Marketing Manager at Hometown Quotes. While one of the few team members who was not a former Insurance Agent, she does feel being someone who has had insurance for the past few decades gives her some credibility!


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