The Critical Keys To Your Long-Term Success Selling Insurance… Great Customer Service!

Coaches Corner - The Critical Keys To More And Long-Term Success Selling Insurance... Great Customer Service!

6/23/2023… There are a lot of critical keys to your long-term success selling insurance. A huge key to your long-term success selling insurance as Sandy Schussel points out… is great customer service! Are you one of those agents who makes a quick insurance sale and your client never hears from you again? Is it the reason why you do not get referrals and repeat sales? Do you want to know the keys to long-term success in selling insurance? Then learn and practice the keys to great customer service!

Keys To Great Customer Service: take advantage of moments of truth… By Sandy Schussel

Sandy Schussel - The Critical Keys To More And Long-Term Success Selling Insurance... Great Customer Service!Several years ago, I appeared as a guest on the BlogTalkRadio program “Greenpath to Wealth,” hosted by Coretta Fraser. I shared seven strategies to turn yourself into a client magnet. At least one listener, Barbara, had questions that never made it onto the program. But I’d like to share one of her thoughts with you here:

“Sandy, you noted the importance of building relationships. One of my pet peeves is customer service. What would you consider to be some key best practices for providing excellent service to existing customers while maintaining profitability?”

For as long as I’ve been doing this work, I’ve maintained that how you treat existing clients or customers is critical to your growth. This is particularly true if your service allows you to work continuously with the same clients, either repeating what you do with them or offering different services to them as time passes.

But, it’s also true even if yours is a “one-time” service. The people who have experienced working with you even once are an important source of referrals, recommendations, testimonials, and introductions! And you are responsible for staying in touch with them, and in the front of their minds, after the job has been done.

Best practices keys start with an understanding of what great customer service actually means. It’s not just how well you perform the technical aspects of the service you provide. Doing that will satisfy your clients, but it won’t make them loyal, proactive advocates. They won’t go out of their way to use you again and they won’t tell stories about how amazing you are.

The keys to great customer service involve the feelings that customers or clients experience when they work with you. Certainly, if there is no technical proficiency, they will have some bad feelings. But you can also make a lot of mistakes and still leave them feeling great about you.

Their feelings, ultimately, depend upon two elements:

  • How much contact you have with them.
  • How magical your contacts are.

The more contact, the better. The more magical the contact, the more clients will remember you and want to share this magic with their friends and loved ones.

When I was practicing law, if I handled a real estate or business closing, I always brought a bottle of champagne to give to my clients — whether they were buyers or sellers — when the deal was consummated. It produced smiles and a sense of gratitude that instantly put all of the emotional ups and downs of the previous weeks or months behind us. Realtors who came to my closings to pick up their checks were envious. “I should have thought to do something like that!” one of them once confessed to me. My small, relatively inexpensive gesture helped to ensure that those same clients would come back to me for additional services, And they would recommend me to their friends in the meantime. On a few occasions, the clients of the other attorney would call me to handle their next transaction.

The Keys To Great Customer Service!

Build the following list with every client, and you’ll watch your business thrive:

  • Respect: Every client wants to feel like he or she is your only client and the most important person in the world to you.
  • Empathy: Every client needs to feel you have truly listened to him or her. As the saying goes, “Be impressed, not impressive.”
  • Action: Do what you say you will do. The smallest action on your part is far more powerful than the greatest intention.
  • Communication: Be proactive. Don’t make the client call you to find out something you could have told him/her first.
  • Trust: Trust comes out of doing all these other parts correctly.

As too often happens, however, you have great empathy and communication skills, but these traits have not fully assimilated into the culture of your company or office. Your associates and every member of your staff need to be in this with you.

Everything you do — and don’t do — with a client should be thought of in terms of moments of truth — opportunities to make an impression. Every moment of truth should be as special, unusual, and as magical as you can make it. That’s the best customer service that Barbara could possibly implement.


The Keys To Great Customer Service Summary!

  • Respect: Show every client they are special and you care about them and their family. Do a full fact-find with everyone!
  • Empathy: Truly listen to every client to find out what is most important to them and their family!
  • Action: Do more than just sell products. Help people find the money so you can tailor your solutions to meet their exact needs.
  • Communication: Stay in touch with monthly Client Newsletters and conduct Annual Reviews.
  • Trust: You will gain their trust by building a long-term relationship with all your clients!

Great Customer Service Is Doing Everything You Can To Help People… Is the critical key to your long-term success selling insurance!


The Keys To Long-Term Success Selling Life Insurance!

Great customer service is about helping people to get what they want… not what you want to sell them! It is making people feel good about working with you!

The key to your long-term success selling insurance is and always will be great customer service. Doing more than what is expected. Being a Trusted Advisor helping people find the money to get what they need and want for their family!

Trusted Advisor Success Program™

Trusted Advisor Success ProgramOur Trusted Advisor Success ProgramLife insurance marketing and agent success selling system! This is about you learning how to help middle-income families (people) find the money to Live Debt Free And Truly Wealthy! It is about you learning to help families (people) find the money – to get all the cash-value life insurance they need to protect their families. While you help them find the money to save for a tax-free retirement, save for college, create a family bank, etc. (Using your cash-value life insurance and annuities!)

Using our Life insurance marketing and sales program, you will get 90 days of personal insurance agent success training and coaching… with back-office sales support! All from a team of coaches for over 40 years that have been training agents and advisors… to be Trusted Advisors. Helping families (people) find the money to secure their future. It is the best agent training to guarantee success so you will earn $250k or more per year! It is the key to long-term success selling life insurance and annuities!

First, you will get the best marketing training… to find and attract your best life insurance sales leads/prospects. Then you will get our proven scripts and the right questions to ask your insurance prospects… to set great life insurance sales appointments.

Next, you will get the best fact-finding training. You will learn to ask prospects the right questions. We will show you how to help families see and want to solve their money problems. We will also show you how to help families (people) find the money… So they can buy the life insurance they need right now!

Finally, you will learn the best sales presentations to have success closing 9 out of 10 life insurance and annuity sales.

Then you will learn how to help families (people) find the money to take immediate action! So you will earn $100K, $200K, or more per year for success selling life insurance like the Top Agents.

It is the best life insurance marketing, appointment setting, and selling success system for agents and advisors. It is how you will learn to help families find the money to close more and larger life insurance sales today! 

You Will Master The Best MARKETING To Find Your Best Life Insurance Prospects!

Inside our program, you will find the best marketing plans and success strategies for selling insurance! You will learn the best ways to use Joint Ventures; Educational Workshops and Seminars; Booklets and Free Reports; Referred Leads; Social Media; Client Newsletters; Annual Reviews;  and more – with all the sales tools, appointment scripts, and more. Now you can find and attract your best life insurance prospects, set your best sales appointments, and close more sales, for long-term success selling insurance! Because your ‘specialized marketing message’ to everyone is about how you help families (people) find the money to Live Debt Free and Truly Wealthy!

INCLUDES… The best life insurance marketing, agent training, coaching, and support for long-term success selling insurance! It is everything you need to Help People find the money to use all the HOT Sales Concepts… Infinite Banking. Missed Fortune, Circle Of Wealth, Tax-Free Retirement, and more… Because they are all a part of our Trusted Advisor Success Program. Now you can help every family (people) find the money to secure their future – not just the wealthy!

Includes Our Found Money Management™ Tool KitLife insurance marketing, appointment setting, and agent success selling system,
With Our How To Close 9 Out Of 10 Insurance Sales – Life Insurance Appointment, Sales Success Training System And Videos,
With 90 Days of Personal Insurance Agent Success Training, Coaching, and Back-office Sales Support Worth $2,097!
And Membership to Our IPS Private Site at $39.95 per month after the first month!

When Will You Provide Great Customer Service? Being A Truster Advisor Is The Key To Long-Term Success in Selling Insurance! 


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When Will You Read Our Full-Length Book? So You Will Learn How To Help Middle-Income Families?

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When Will You Get The Best Training, And Support To Provide Great Customer Service? It Is The Key To Long-Term Success Selling Insurance! 

Above All… What Is The Real Key To Your Success Selling Insurance And In Life?

Discover… How To Be A Success When Selling Life Insurance!

How You Will Succeed In Insurance Sales!

Free Consult - Best Training For Helping 9 Out Of 10 Insurance Agents and Financial Advisors To Double And Triple Their Sales And Income In 60 Day Or Less!

Recommended By The Members Of The IARFC - The Critical Keys To More And Long-Term Success Selling Insurance... Great Customer Service!

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