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Client Strategy Calls
You might wonder why you're getting on the phone with your insurance advisor again. Here's why client strategy calls are so important as you continue with your year.
March 7th, 2022
1 min read
Client Strategy Call
Thank you for working with Advisors Insurance Agency as your insurance professional. The above video is an overview of what our pro-active strategy call consists of. As a client we promise at a minimum 2 things: We will pro-actively communicate with you at least 1x per year & we will KEEP OUR PROMISE. I am not yelling at you when capitalizing those words. I capitalize them only because it is unbelievable that someone in the insurance industry would make such a bold statement. Below is an overview of the key topics we discuss in our strategy calls:Set an agenda so you know and we know the time is right and key points of the conversation
Address any topics important to you
What has happened and what do you anticipate happening in your world we should know about
What is happening in the insurance marketplace that might be impactful to your insurance program
Discuss strategy (3-5 year carrier placement strategy & ARRT strategy )
Establish / Re-establish relationship with our high performance service team
Summary - A post call email with an overview of the conversation along with any recommendations
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