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Gain Confidence With Good Advice

By Troy Wilson
3 minute read
⚠️ Disclaimer: While every effort has been made to ensure that the information contained in this article is accurate, neither its authors nor Aged Lead Store accepts responsibility for any errors or omissions. The content of this article is for general information only, and is not intended to constitute or be relied upon as legal advice.

As an insurance agent, you’re likely well aware that one of the best things you can do for your business is help your clients with theirs.  That is, not only should you be there when your clients come to you needing to buy insurance, but you should also act as a valuable source of information whenever issues or questions arise.

For example, being able to contact clients frequently whenever claims need to be filed and offering solid advice is a great way to cement your reputation as a resource to your clients.  In the case of natural disasters, for instance, taking care of the myriad of problems that occur when a home gets destroyed will distract many clients.  This is an excellent time for you to step in with helpful advice on what to do concerning insurance matters.  If a client has undergone some sort of catastrophe relating to their property, it’s unlikely that they’re going to have the state of mind to be able to page through stacks and stacks of insurance rules and regulations when it comes to making claims.  This is where a good, helpful insurance agent is invaluable.

First, one of the best things you can help your clients with during troubled times is helping them make a detailed inventory of all property that has been lost or damaged.  Taking photos is a great way to have hard evidence of destroyed property without having to spend a lot of time going through and writing everything down.  Pictures speak more than words, after all, and photographic evidence of damage is more likely to convince insurance companies that action needs to be taken sooner, rather than later.  Pictures also keep claims from being stonewalled by “lack of evidence.”


Another way that you as an insurance agent can help your clients through disaster is by advising them on how best to go about repairing their damaged property.  Many people make the mistake of getting their homes repaired without having an adjuster inspect it.  While it’s natural for clients to want to repair their homes as soon as possible and get on with their lives, it’s advisable for insurance purposes to only get temporary repairs done in the wake of a disaster.  Giving the insurance adjuster solid information about the kind of permanent repairs that must be done to property before they happen make the claims process go much smoother and allows insurance to react appropriately to disaster aftermath cleanup situations.

An insurance agent can make a big difference in the lives of clients when it comes to dealing with the aftermath of natural disasters or even smaller claims.  Being a reliable source of information is a great way not only to up your customer satisfaction rate but also expand your customer base.  After all, happy customers are much more likely to refer your name on to others who may be in the market for insurance.  In this way, all parties are satisfied.

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Troy Wilson

About Troy Wilson

Troy is the CEO and founder of Aged Lead Store. He has been in the lead generation industry for over two decades. His blog posts focus on how to refine your sales process and get the most out of your insurance leads, mortgage leads, and solar leads.

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