The Adaptive Agency Blog

Hack Your Insurance Agency’s Customer Experience

by | Oct 5, 2018 | Uncategorized

Ninety-nine percent of getting a referral happens before you asked for it.

Asking for a referral is a skill, but that said, it shouldn’t be more of than a formality. What do I mean by that? It’s simple. You should already know that the client’s going to give you a referral before you even ask. The client is going to say “yes” because you provided them with fantastic customer experience. I don’t just mean that their visit to your office is going to be pleasant. I mean you’re going to perfect every aspect of that customer experience. You’re going to examine it from end to end. Starting with the time the client puts their feet in your parking lot. Moreover, you’re willing to ask the clients themselves about the experience. You’re going to find out what was good and what could have been better, and then you’re going to implement what they tell you.

Your goal isn’t just to be good. It’s to stand out. You want your client to have this feeling of “wow” as frequently as possible. If you’ve made the experience unique and memorable, then really you’re just giving them a chance to act on how they already feel, so try that on and let us know how it works. Of course, we’re here to help.


A Practical approach to building sustainable growth for your insurance agency