I N S U R A N C E A G E N C Y B E S T P R A C T I C E SC R E AT E D B Y A M I G O , M G A

• There are many steps to take when it comes to establishing your insurance agency as one that your customers would recommend.

• Being willing to make sacrifices along the way is just one element towards maintaining a well-liked, efficient, and effective insurance agency.

• Here are a few best practice tips to help your insurance agency gain recognition throughout your area…

• First, always focus on customer service and satisfaction.

• A great way to keep track of your agency’s customer satisfaction, besides calculating renewal rates, is to provide an informal survey that caters to your customers’ perceptions and includes suggestions to help improve your service.

• Always remember to go out of your way for customers, and try to go above and beyond their expectations.

• Second, build a valuable staff with well-educated, personable employees that are not only great people for your customers to trust, but a pleasure to be around in the office environment.

• You should also provide training and tools your staff needs to do their jobs effectively with utmost efficiency.

• Incorporate leadership programs and reward employees when they are showing improvement and helping your agency meet its goals.

• Remember to celebrate and keep your workplace in a positive environment.

• Third, be sure your agency has a clear mission statement that everyone who partakes in your company knows by heart.

• This statement should be the focus of your agency and customers should understand its meaning.

• Fourth, your agency should be up-to-date with technology.

• Many companies are in a decline due not be able to adapt to current technological trends and improvements.

• Technology is a necessity for helping your agency grow, keep customer contact, and complete tasks efficiently.

• Finally, always seek for continuous improvement.

• All companies should be seeking to improve at all times - a company cannot grow if it is not measuring its performance against its past performance (and that of competitors).

– A M I G O , M G A

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