Insurance agents should tell new clients to call them first with policy questions and warn them about scammers posing as agents who push unnecessary policy replacements for commissions. Give clients memorable business cards so they remember to reach out before they cancel or switch.
Another thing we would do is tell all of our clients, once we sign them up, to call us. They had any questions about their policy. You want to let them know that there's a lot of scammers and fakes and people that just want to replace business to make a commission out there. And if somebody comes to you and tries to replace the policy, call me. If you have any questions about the policy or unsure of something, call me. So now, before they call the company and cancel their policy, who are they calling? You. So you really want to kind of like, build in a deep mistrust of other insurance agents so that if anything happens, who are they going to call? Their trusted advisor, which is you. You can also give them business cards so that they remember you. We like to do, like, magnetic business cards that they stick on the fridge. There's a lot of these. Like, especially if you're selling final expense or even term, because people get busy. People just forget who their insurance agent is unless you remind them that's your job to do.
