What do you need to do to keep your end of the customer/insurance agent relationship going?
If your message doesn’t contain a call to action like, “Click here for further information on term life insurance,” potential customers have nothing to do. So of course they leave.
If you want to keep the relationship alive and fresh, get to your point right away. If you are doing a survey for a product, say so up front. If you are fishing for information to find an opening to talk about Medicare supplements, ask an indirect question. Ask the customer how they feel about recent changes in Medicare. If they do not understand it or know they lack coverage, you have found a concrete way to help them.
This isn’t hard work. It’s smart work.
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