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      Cortland, New York Office
      Address:  67 Main St
      PO Box 5670
      Cortland, NY 13045
      Phone:  800.822.3747
      Fax:607.756.5051 (Underwriting)
      Fax:607.756.5967 (Claims Services)
      info@mcneilandcompany.com
      Denver, Colorado Office
      Address:  1331 17th Street
      Suite 810
      Denver, CO 80202
      Phone:  800.822.3747
      Fax:607.756.5051 (Underwriting)
      info@mcneilandcompany.com
      Petaluma, California Office
      Address:  1310 Redwood Way
      Suite 210
      Petaluma, CA 94954
      Phone:  888.814.4447
      Fax:760.423.1050
      info@mcneilandcompany.com
  • Maintaining Client Relationships Through Email

     
    Print McNeil & Company 3:08 pm

    I’ve previously preached the importance of meeting with your customers face-to-face as often as possible to establish a strong relationship. However, as your book of business grows and your agency expands its reach, it becomes more and more difficult to keep up with the in-person visits. Insurance agents must be able to develop and maintain client relationship through email.

    So how do you effectively develop a rapport with customers and maintain a fruitful relationship during the purchasing life cycle, all through email marketing? Here are a few tips to help your insurance agency get started:

    Balance Your Marketing Content with Personal Communication

    Marketing is the lifeblood of an insurance agent’s sales pipeline. You have a product that will benefit your client or prospect and you want to get your message in front of them as often as possible. But oversaturation can cause you to come across as disingenuous and do more harm than good.

    Balance is key for effective email communication. Make sure that you send personalized messages to your clients when it’s applicable and you touch on information specific to their company. Don’t be afraid to show your personality and charisma as you aim to develop a rapport with clients and prospects alike.

    *In your mass-marketing emails, try to write as if you are communicating with a single person. This can help add a level of personalization to your email to larger audiences and make your customers feel that you are communicating with them instead of selling to them*

    Contact Customers with a Purpose

    Consistently reaching your customers via email messaging is key to maintaining your client relationships and it’s good to establish a regular communication schedule. However, if you don’t have relevant and valuable content to provide your clients, these messages can do more harm than good. Customers can become disillusioned with your agency if you are sending them the same spam marketing messages that every other insurance provider does.

    The same goes for personalized messages. Checking in on a client isn’t a bad thing, but consistently reaching out without any purpose to your message can weaken your relationship. Think about your interaction with marketers and sales people. When they email you frequently without providing anything of value, how do you react.

    In the end, having a schedule to consistently touch your contacts through email is important to maintaining client relationships, but only if you keep providing content that is valuable to your customers.

    Don’t Let Your Messaging Get Stale

    Maintaining a particular email format or template can be good for brand recognition and consistency. Customers can easily differentiate your email from other marketing correspondence that are filling up their inbox. But this means you must keep your messaging fresh and unique so your clients don’t get tired of the “same old thing.”

    Try mixing up your content styles with images, videos, and infographics to keep your messaging from getting stale. Ask your customers what would pique their interest and what they would find useful. The key is to try new things and offer valuable content without losing the interest of your clients.

    Nothing can build and maintain a client relationship better that face-to-face interactions. But with these tips, you can leverage email communications to maintain the relationships you have while you continue to expand your reach and grow your book of business.

    By: Tim Woitach

    For more information on relationship building through email marketing check out articles from Thomson Reuters (@thomsonreuters) and Outbound Engine (@outboundengine)

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    Our E-Learning platform is available 24/7 to meet the needs of the student. These online courses are offered free of charge to our insureds. Additional classes are being developed on a regular basis, so check back often to see new opportunities.
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    Our Programs

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  • Questions?

     

    Questions

    Have questions about your policy, want more info on our programs or need to be put in touch with a local agent? Contact us today and we'll be glad to assist you!
  • Contact Us

     

    Contact Us

    800.822.3747

    info@mcneilandcompany.com

    67 Main St
    Cortland, NY13045