Touch Your Clients More…

19 Mar

The passing of St. Patrick’s Day made me think about how often we are keeping in touch with our current clients.   Is your client signing the paperwork, handing over a check and then you never see or speak to them again?  If so, is it any wonder they are quick to move on as soon as the next agent comes along and shows them a savings?

So, the question is, how do we keep our clients from moving on at the drop of a hat?  Answer:  Touch them more!

And, no, I don’t mean physically touch them (and I sure hope this site doesn’t pop up on an x-rated google search because of these key words!), I mean reach out to them.  Keep your name in their mind and make them feel special, even if it’s only 3-4 times a year.  There’s nothing we want more then for our clients to answer an insurance cold call and say, “I’m happy with the agent I already have.”

The reason the passing of St. Patrick’s Day got me thinking about this is because I wondered how many people were sending out St. Patty’s Day cards to their clients.  I know we all send out holiday cards around Thanksgiving and Christmas but what about sending out holiday cards on the off beat holidays?  Wouldn’t it be great to be the only card a client receives on a holiday? 

Here are some of the upcoming holidays you can and should send a card out to touch your client:

  • Easter
  • First Day of Summer
  • 4th of July
  • Back to School/Labor Day

Make sure to include a copy of your business card or, better yet, a magnetic business card.  Other than that, no writing about business.  Just a simple, Hoppy Easter or Aren’t you glad the kids are back in school? will do the trick.  Have some extra time one your hands?  Personalize each one with a handwritten message to make your client feel extra special.

Your turn.  What other creative ways have you used to touch your clients throughout the year? 

If you have any ideas or requests for future posts, please feel free to email me at

Melissa Ash

New Jersey’s Business Insurance Lady




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