The Season of Giving and Nurturing is Upon Us

As we approach the holiday season, take the time to identify your key clients and reach out to them with a handwritten note, letting them know how much you value their business and relationship.

Taking 5 to 10 minutes and collecting your thoughts can pay significant dividends for your agency and adds another differentiator to your business. 

Even if you don’t have the resources to fully apply The Pareto principle (also known as the 80/20 rule, which states that, for many events, roughly 80 percent of the effects come from 20 percent of the causes) to your client base, select your top 10 and go from there.

To make your gesture even more impactful, record your efforts in a CRM and start sending notes outside the regular holiday season.

This is effective because it’s unexpected and will catch the attention of your insureds and not get lost in the shuffle of all their other holiday cards.

If you want to track your ROI, it can be as easy or as complicated as you would like.

We recommend keeping it simple to start and using the activities in your CRM or agency management system to compare renewals between those that have and those that have not received any cards.

As you get more creative with your nurturing strategy, start recording and building up a strong baseline so you can tweak and optimize your efforts in 2020.  

As you continue to invest in value-offering services such as chatbots, app portals, and digital payments, don’t forget to invest in your relationship with your clients.

Learn more about ePayPolicy

Click Here


Todd Sorrel is the co-founder of ePayPolicy, a digital payment processor founded by insurance experts for the insurance industry.  Being an entrepreneur at heart Todd is always improving processes and operations around the office and at home. When he's not speeding up receivables, securing payments, or working on his short game he loves spending time with his wife Meghan and their three awesome kids Paige, John, and Redford.