CLOSING THE GAP
GROWTH & PROFIT
NEW PIA PARTNERSHIP TOOL:
"Claim Alert Lead Program"
DESCRIPTION
PURPOSE
The “Claim Alert Lead Program” focuses on both retention and lead generation.
With this program an agency can "stand-out" as being pro-active, responsive and actively caring for the needs of its clients and customers – developing valuable high-quality leads in the process.
EFFORT & INVOLVEMENT
The program involves two main phases. These are:
1. Individually communicating with each of your current homeowners clients
2. Communicating with each of the individuals your current homeowners clients identify
The effort and involvement required by an agent/agency will be based on how they choose to approach each of these two phases. The ”Claim Alert Lead Program Guide” describes the options you will have.
RESULTS
Essentially, this is a “no-lose” program.
1. Your current homeowners clients who agree to participate will appreciate that your agency is helping them lookout for and protect their interests.
2. Those who don’t agree to participate will receive the same message about your agency.
3. The individuals your current clients identify become ideal prospects for your agency.
On the one hand, it is a claim alert program which can be instituted to benefit current homeowners clients. This can be a great retention tool — especially when combined with one-on-one personal contact. At the same time, it can provide an agency with quality leads who know who you are and know about your agency's interest in helping protect its clients.
DOWNLOADS
An agency can select from several ways of introducing the “Claim Alert Lead Program” to their homeowners clients:
... when an annual review is conducted
... through an agency mailing campaign
... or during a phone conversation (initiated either by them or by you)
You tell your homeowners insureds that you have instituted a program to help better serve their insurance needs. Since they may be out of town from time to time, damage could occur to their property while they are not around. And while they may have folks who are looking after their property, those individuals may not know how to contact your agency to get a claim started and help take steps to prevent further damage.
If they agree to participate, you ask them to provide you with a list of people to contact.
You then follow-up with the individuals each of your customers provide… asking for their willingness to help and letting them know how to contact your agency in the event of an emergency. In the process of doing this, they are introduced to you and your agency – in a positive way… becoming leads for new business.
National Association of Professional Insurance Agents
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