As an insurance agent, converting new leads and continuing to satisfy existing clients is the key to building and maintaining a strong book of business. There’s just one problem: knowing that you need to do this and actually executing a strategy that makes doing so simple.
Luckily, the team here at Flock understands a thing or two about building a strong book of business (one of which is using our small business human resource software, but more on that later!).
Here you’ll find 5 tips to maximize your own book of business and ensure that your clients aren’t just satisfied, they’re ecstatic with the benefits solutions and other features/services you provide.