If you search the internet, you can find many answers that will help you increase sales and gain the loyalty of your customers. Still, we want to bring you something more; we want you to achieve this, but with an essential element for your agency: “customer service.”

Can you imagine increasing your sales and loyalty through personalized service?

First of all, you have to consider that customer interaction has changed significantly in recent years. Before thinking about money, you must develop a personalized customer service that allows you to connect effectively with your customers.

Personalized customer service?

This service contributes to a better relationship with the public since the content and attention are explicitly focused on a group of people who have the same interests or needs, i.e., your customers. But to achieve a personalized service that allows you to increase sales and generate loyalty, it is necessary to understand that each customer is different, so it is not convenient to treat all people with the same strategy.

That said, we can highlight that if you implement a personalized service within your insurance agency, you will be able to obtain two significant benefits:

New clients: People prefer to trust those agencies where they know they will have excellent service and where their wishes, preferences, and security are considered. Especially when it comes to purchasing insurance.

Increased sales: Personalized service can increase sales, mainly because customers prefer to consume products or services tailored to their needs. The truth is that the general public is willing to pay a higher amount of money to acquire more personal treatment because this means that they will get more attention from the agents and be able to obtain a policy that meets their wishes.

3 actions to improve customer service and increase sales

Answer your customers’ frequently asked questions

Customer service is not only provided when people come to your agency; no, it is a serious mistake to think so. Customer service is also offered from your social networks, website, or when they call you. Therefore, there must be an exclusive section within your page and social media where the public can know the answers to the most recurring questions.

To create this section on your website, it is necessary to investigate the most common doubts of people. Once the questions are obtained, the information must be organized by categories and topics to provide good self-service. 

In this way, you are giving users the necessary information to captivate them and motivate them to contact you to schedule an appointment… a sure sale.

Use your database

The information available in the database of your CRM for insurance agencies is crucial to creating a personalized customer service strategy, primarily because through this data, you can detect trends, behaviors, and needs that are key to achieving better customer service.

You can work with marketing to design the appropriate methods to improve service and increase sales by detecting these aspects.

Seek customer feedback

How will you increase sales and generate loyalty if you don’t know what your customers think?

It will be possible to achieve personalized attention by taking your customers into account because your insurance company’s agents will know how your customers like to be treated. Remember that people love to be listened to, so if you know how they feel about your services, you will improve your customer service to increase sales.

So now you know, implement personalized service in your insurance agency. You will see how your sales and customer loyalty increase.