Timothy Schucker on why most client communication fails. Save your contact info with them, stay available for questions, follow up around 90 days after purchase, and automate welcome and referral cards.
Across the 90-day mark after purchase.
There's a quote from George Bernard Shaw that says the single biggest problem in communication is the illusion that it has taken place. So many people think that they're great communicators because they texted their client one time to make sure they got their policy. But what does actual good communication look like? Well, a lot of it is done on the front end. If you can leave and send business cards to your clients and make sure that they save your contact in their phone. If you're doing telesales, you can literally just send them a digital business card and then they can automatically save it as a contact on their phone. They should not have any question how to get in contact with you. A lot of communication is having an open line of communication. So if they have any questions they can hit you up. And then you should also schedule out certain times to reach out to your clients across the 90 day mark of them buying their policy. You can even do some super cool stuff with automation, like sending an automated welcome card to all of your clients and then also following up with a card that asks for referrals.
