In this unit, we reviewed the service requirements every agent must meet. Effective, proactive service involves the following:
- Taking full advantage of the delivery meeting to review the policy with your on-profile client and set the stage for future calls.
- Asking for on-profile referrals and qualifying information. Make sure your clients maintain the correct levels of insurance to meet their needs and wants and reach their goals.
- Helping the beneficiaries of deceased policyholders through stressful times and decisions.
- Keeping your on-profile clients informed about the products and services you offer. Keep your name visible to your client, so you will be the first one called when new insurance needs and wants arise.
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