7 Habits of Highly Effective Insurance Agents

As with any other profession, top-producing insurance agents must have habits and attributes to achieve their best results. For example, highly effective insurance agents use certain tactics consistently to convince prospective customers to do business with them rather than another agent.

Here are seven habits of highly successful agents that can help you hit your goals and achieve sales success:

1. Stay Organized

The biggest producers plan their workday with precision to help ensure that not a minute of valuable time is wasted. Set aside specific times for prospecting, returning calls and emails, and meeting with prospects.

2. Take Part in Trade Organizations

Trade organizations such as the American Insurance Association can provide not only a wealth of information but key contacts as well.

3. Get a Mentor

Those who become the best in their respective fields learned from someone else who was successful. If you want to be a great insurance salesperson, find someone who is highly successful and learn all you can from them.

4. Follow Up

The sales process requires a consistent method of appropriate follow up. Don’t be discouraged by not closing the deal on the first try and have a plan for keeping prospects engaged.

5. Cross-Sell

The best agents know how to sell multiple products to clients, and this maximizes the value of each and every client. The insurance business is great for cross-selling as most clients will need different types of coverage such as homeowner’s, life, auto or renter’s.

6. Provide Exceptional Service

The most successful insurance professionals provide impeccable customer service and strive to go above and beyond for their customers. This builds value for clients and can turn them into lifelong customers.

7. Say Thank You

Personal thank you notes are a great and inexpensive way to tell clients they are valued and can go a long way when it comes to building long-term relationships.

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