Insurance Industry

“People do not care how much you know until they know how much you care.”

-Teddy Roosevelt, President

You just signed up a new client to a policy. Now, what do you do?

You look over your new client’s paperwork and notice that they have other concerns that you can help them with. Your next step depends on what you’ve already done.

If you’ve developed a relationship with them, it’s a very easy call to make to let them know your concerns about their portfolio and how you can help them fill in any gaps in their coverage. The relationship that you’ve built shows that you care about them and their financial situation.

If you haven’t developed a relationship with them, they will look at you as just trying to sell them something. They will believe in you after you show them that you care about them.

There are so many variables in insurance. First, you may work in life and health or property & casualty. Then you might be an agency owner, a producer, or a customer service representative.

All of these different situations have the same goal…to get more clients!

Gratitude Consultants will work with you to develop innovative strategies to impress your new clients and retain your current clients.

These strategies are easy to implement and take minimal time for you to use them, all the while building an all-referral business!

Are you limited by how much you can spend on a client annually? Gratitude Consultants offers many strategies that are a minimal cost but offer maximum impact to your clients.

Show Your Clients How Much You Care!

Gratitude Consultants works with professionals in the real estate and insurance industries.

We design and implement marketing strategies that are automated and personalized for our clients.