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...expiration date without becoming a pest. One of our clients calls this process...

... &# 160 Step 2: Send a pre-approach letter introducing the agency and offering a free evaluation of the current insurance program in exchange for the expiration date. Enclose a copy of the agency's brochure. &# 160 Step 3: Telephone to request the expiration date. &# 160 Step 4: Now comes the most challenging part of the pipeline-staying in touch until the expiration date without becoming a pest. One of our clients calls this process prospect pampering. &# 160 Here are examples of some mailing contents that can be used to continue to build the relationship. &# 160 Introduce members of the agency team and provide a Rolodex card with their phone numbers. &# 160 Re-introduce the agency as an expert in the nursing home business, enclosing another copy of your brochure. &# ... commitment to buy. If all goes well, at some point in the future, you may gain not just a customer, but an advocate who sings your praises to friends and colleagues. &# 160 Training the prospect to pay attention is particularly challenging in the insurance business. The lowest price surely grabs attention. But basing everything on price is a dangerous strategy for an independent agent who doesn't control company pricing decisions. Most independent agents try to sell service, coverage, and professionalism, along with competitive pricing. &# 160 What is the best way to market intangibles like service and knowledge? How can you best cut through the noise in the marketplace and reach prospects? To win new customers, you have to pry them loose from their current agent or carrier. Get them to ...