Business
New clients are 10 times more likely to leave in the first 30 days than they are the rest of the year. One major cause of this is that the last agency your client worked with will be trying to win them back once the agency receives their lost policy release. For that reason, it’s crucial to properly welcome your client and reassure them that they’ve made the right decision by choosing your agency. Safeco recently launched a new and improved welcome kit tool, which makes it easier for you to offer a warm welcome to new clients. This helps ensure that your clients remain happy with their decision to choose your agency, and it adds a personal touch to your newly established client-agent relationship. In Episode 4 of our Customers for Life podcast, we’re covering what goes into a welcome kit and why these are such useful tools. For this episode, I spoke with Debbie Vassar, co-owner of Bishop Insurance in Polson, Montana, who has had great success using welcome kits at her agency.