Get to Know Your Customers Day

Topics: Agent Tips

Thursday, January 16 is your first chance of the year to celebrate your clients and show your appreciation for their business. Get to Know Your Customers Day is held every quarter, on the third Thursday of the month in January, April, July and October.

In today’s fast-paced world, it’s common for agents and business owners to get lost in the daily responsibilities of keeping your business running smoothly. However, client appreciation is more than just a nice gesture – it can even lead to a more successful operation.

Creative Ways to Show Appreciation for Your Customers

agent and satisfied client

While, of course, you should appreciate your customers year-round, you can use the Get to Know Your Customers Day quarterly instances to kickstart a plan of learning more about your clients’ needs. Then, you can make sure you’re making the right improvements to your services to keep them satisfied throughout the year.

Here are a few ways to get to know your customers better and show your appreciation for their business:


Request feedback using a survey


If you aren’t sure what your clients think about your business, using data gleaned from a simple survey can help you better understand what they’re looking for in an insurance agency. You can send a survey via email using a free service like SurveyMonkey for faster responses, or even send a postage-paid snail mail survey. Hint: offering a small reward for completing the survey, such as a $5 gift card, can greatly increase the number of responses you receive.


Read and respond to reviews, both positive and negative


More often, customers take to the internet to divulge their delight – or their displeasure – with a business. Take some time to not only read through reviews of your agency on sites like Google, Yelp and Facebook but also to respond to them. When a client is happy with your services, thank them for their comment and pledge to continue to keep them happy for the long haul. Likewise, if a client has something negative to say, make sure to address their displeasure and ask to take the conversation offline. This way, you can learn from your possible shortcomings and avoid the same situation in the future.


Understand their pain points


Knowing what makes your clients “tick” can go a long way in providing better service. Use the information you’ve gathered through the survey data to understand their pain points better. For example, perhaps a certain client is worried about increased hazards in their warehouse in the winter months, and thus, the higher possibility for a claim. As an agent, by knowing this concern, you can recommend loss control services that can help reduce some of the risks of employees suffering from workplace accidents or injuries.


Host an open house or event


Invite your clients into your office as a creative way to thank them for their business. This event can be a casual gathering where you catch up over coffee and snacks, and as an added bonus, it also can allow your clients to network with each other.


Schedule a face-to-face meeting


Sometimes, there’s no better way to show your appreciation than by simply telling your clients to their faces how much their business means to you. Schedule a brief meeting at their place of business, at a coffee shop or even take them out for a nice meal. The upside to this is that you can also use the time to learn more about their pain points and offer customized solutions for their specific risks and needs.

Get a Quote for Your Small Business Clients from AmTrust Financial

AmTrust Financial is a leader in workers’ compensation and other small business insurance solutions. Get a quote for your clients today, or contact us to learn more.

This material is for informational purposes only and is not legal or business advice. Neither AmTrust Financial Services, Inc. nor any of its subsidiaries or affiliates represents or warrants that the information contained herein is appropriate or suitable for any specific business or legal purpose. Readers seeking resolution of specific questions should consult their business and/or legal advisors. Coverages may vary by location. Contact your local RSM for more information.
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