Tag: clients

Industry News: 5 ways to Actively Demonstrate your Value to Insurance Clients

April 5, 2019

From PropertyCasualty360:

“What have you done for me lately?” Once you’ve got the client, the challenge becomes keeping the client.

Realtors understand this challenge. Historically, there’s been a distinction between financial advisors and realtors. For a realtor, when the prospect says  “Yes.  I’ll buy the house” the work is just getting started. The realtor needs to keep the deal together through the mortgage and inspection processes and all the other bumps in the road before closing.

How does this apply to you? Realtors need to make a compelling case to keep their client at the firm as competitors are trying to lure them away. You can do it too.

Here are some easy steps to keep clients happy and feeling important…

After Hours Claims

June 22, 2018

A message from John Manning:

Coincidently, two clients had large loss commercial property fires last Friday evening & weekend. It is imperative to get these reported to the Insurance Co. ASAP. It is Not recommended to wait until Monday morning to submit the Claims Form.

  • I would think our Producers understand the urgency to report these claims themselves by calling the Insurance Co. 1-800 #.

In the past, I have discussed the Importance and Value of the 1-800 number services the client will receive from the Insurance Co. after hours.

They dispatch an adjuster, contact mitigation companies and provide immediate assistance to the client.

In many insistences ambulance chasing Contractors and or Public Adjusters monitor the Fire Department scanners and drive to these locations soliciting business. These business people are very savvy and stretch the truth about their involvement. They usually take advantage of our Clients who are under distress.

Attached again are the 1-800 # Insurance Company Call List and the Emergency Contractor Vendor List by Region to assist our Producers/Clients until the adjuster responds.

Then our Claims department will follow up with the Insured Monday morning to make sure everything is going according to plan.

If anyone has any questions, please contact me (John Manning).

Quarterly Conference Call: Workers’ Compensation

January 4, 2018

 

Mark you calendar and remind your clients:

D&D Insurance invites our clients to a quarterly Worker’s Compensation conference call! The call will be held on January 10th, 2018 at 10:00 AM.

Topics covered include:

-Proper claim reporting
-First Aid
-MPN requirements
-Proper DWC-1 execution
-Transitional return to work

Please RSVP to Michelle at (559) 437-6812 if you’d like to attend.

Development Academy: Common sense? I don’t think so!

November 15, 2017

Yesterday’s Development Academy training was a success! Are your clients looking for to sign up? There is still room in the Manteca class — send them this link to register: https://www.eventbrite.com/e/dd-insurance-safety-common-sense-i-dont-think-so-tickets-31298937966?aff=es2.

IBA: Rewriting the Words Brokers Should be Using to Win Clients

October 24, 2017

 

“It could be that you’re talking to your potential clients all wrong, that what you’re saying is turning them off rather than securing that deal.

Maybe you have a tried and true script you work off. Certainly there are insurance buzzwords you use time and time again…
Well, it may be time to re-evaluate the way you’re talking, particularly when it comes to high net-worth individuals. In fact, stop calling them that – they don’t like it.”

Click here to read more about how we talk to our clients.

Share D&D

October 20, 2017

 

Here is an infographic to share with your clients and on your social media pages about safety in the workplace! #SafetySaturday