When it comes to following up with clients, insurance and finance professionals need to be on their A-game. Why? Because your client relationships are critical to building and maintaining a long-term business.
It is important to stay in touch and always be available to your clients, so they know that you value their business and are interested in their satisfaction. Here are some best practices to help ensure effective client follow-up:
Nick Hildenbrand is president of AmeriLife Marketing Group (AMG). A licensed insurance agent, Nick has helped develop AMG into one of the most powerful, senior-market focused life and health insurance marketing groups in the nation.
Connect with Nick on LinkedIn.
Learn more about Nick Hildenbrand
Connect with Nick on LinkedIn.
Learn more about Nick Hildenbrand
Latest posts by Nick Hildenbrand (see all)
- More Than Medicare: 3 Best Ancillary Products for Agents to Expand Their Business - June 7, 2023
- The Top 3 Challenges of Lead Generation & How to Navigate Them - March 22, 2023
- Customized Communication: How To Tailor Your Follow-Ups To Your Clients - December 21, 2022
