Frequent customer contact for the purposes of educating the client, building the account, explaining new products and prices, serving as consultant and problem solver, and making each contact pleasant and productive. Employees are given the education, training, and tools they need to do their jobs. They are expected to perform at high levels and to grow personally and professionally, and their accomplishments are rewarded, recognized, and celebrated. They share financial information and make sure that employees understand profit expectations. Employees have the authority to exercise their responsibilities and have input in planning and budgeting.
Agencies seek partnerships with insurers that share their vision and values.
They take part in joint planning and make sure each partner keeps its commitments. The principles that govern agency-company relationships are trust and respect. Total account development by actively soliciting existing clients, as well as establishing referral relationships with other businesses, such as real estate brokers and lenders. It's well known that account development dramatically improves retention of business. Always seeking ways to be better, agencies continually measure their performance against past performance, as well as against that of competitors and successful non-insurance enterprises.