Get to Know Your Customers Day

Topics: Agent Tips

Summary: Show your clients how much you appreciate their business on Get to Know Your Customers Day, held the third Thursday in January, April, July and October. This article provides a few simple suggestions to help you learn more about your customers and their businesses.

Thursday, January 20, 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. It gives businesses the opportunity to celebrate their customers and show their appreciation. 

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

Customers often take to the internet to divulge their delight – or their displeasure – with a business. Take some time to read through reviews of your agency on sites like Google, Yelp and Facebook and 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 on job sites 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 virtual event

Invite your clients into your office as a creative way to thank them for their business. As a best practice these days to keep it safe for COVID-19, keep the event small and only host one or two clients at a time. You can also consider holding a virual open house of sorts, inviting all clients to join in on a Zoom meeting and share their experiences working with your agency. 

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.

Time Zones