We have been encouraging insurance buyers and agents, over the past few years, to seek out new ways of looking at the insurance buying process. We have found that things are changing for the better in regards to the agent buyer relationship. We invite you to be part of the change that can impact our industry for years to come.
These are the values to which we continue to aspire to in 2018 and beyond.
The customer relationship involves face to face time. It takes regular contact over time to build trust and create a valued based relationship.
Knowing your client’s needs, concerns, and issues is the first step in creating a value-based relationship.
Educate your clients on how to identify, treat, and manage risk. This allows for informed decisions.
Work to become a trusted advisor. A trusted advisor becomes someone who helps with business decision and issues. A trusted advisor comes to the table with resources to help the business with legal, accounting, marketing, and human resources strategy and issues.
Find a balance in the use of technology to communicate. We understand that the modern communication technology can have its benefits, but, face to face communication is the foundation of your relationship.
Believe that there is inherent good and value in being an insurance agent. This noble profession involves protecting society from devastating losses that in the absence of insurance could not sustain itself.
Work to understand the difference between consultative and transactional. The agents value proposition is that we know and understand risk. Our true value is to help others evaluate risk and provide meaningful solutions. It goes way beyond an insurance policy.
Understand what customers really want. Your customers want creative and different ideas. They want you to have client services standards. Customers desire more, and better, communication. Finally, they want you and your team to be constantly learning.
We are making progress, but be vigilant. Don’t get sucked into the old way of thinking. Don’t be fooled by Madison Avenues selling the idea that complex risk and insurance topics can be boiled down something simple.
“Progress is impossible without change, and those who cannot change their minds cannot change anything.” George Bernard Shaw
Reichley insurance believes insurance is more than a transaction. Insurance involves a trusted relationship built on a promise to put people before policies. Our promise is to listen to you, identify your risks and provide solutions. Every employee has the heart of a teacher. Connect with us to experience The Reichley difference.
Perk Reichley and Bob Lilly
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