Filed Under:Agent Broker, Agency Management

Energize Client Relationships

Four simple rules can keep you on track for good client communication

In previous columns, we’ve looked at how client relationships are a result of how your agency communicates and daily management processes. Now we want to take those interactions to the next level—to create good agency management by energizing and improving client relationships.

Success can be boiled down to four simple rules:

3. Use your resources to impress your clients. An earlier article, “A Disciplined Approach,” mentioned the use of a claims kit. This is a folder or jacket in which to put various documents: general liability claim report, automobile claim report, directions on how different types of claims should be reported, etc. 

Related: Read earlier columns by Philip Lieberman about client communication "Words of Wisdom, Part 2" and "Words of Wisdom, Part 3."

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