Happy excited business partners handshaking after signing mutualMost of us set personal goals or resolutions for a new year; we should also be setting professional goals too. A quick aside here: You can set new or revise old goals at any time. Since the purpose is to help you improve in an area or achieve a benchmark, goals should be revisited periodically throughout the year.

What are your insurance agency’s goals for 2023? Here are some resolutions that can help your agency to grow and succeed in the months ahead:

Increase employee retention. With labor shortages in a wide range of industries, it’s important to get to know your employees and find out what they are looking for in an employer. Studies show many workers aren’t only looking for better pay. Many workers, for example, are juggling child care and/or caregiving responsibilities and are looking for things like flexible working arrangements and remote work options. Depending on the situation, allowing a valued employee to work at home one day a week or to work a flexible schedule could be a powerful retention tool. Take the steps necessary to keep your best and brightest employees.

Help your business customers to bundle up. Studies show that customers are more likely to stick with you if they have more than one insurance product with your agency. Cross-selling and bundling coverages can benefit your customers — and you.

Improve your customer service. When was the last time you surveyed your clients? Ask for customer feedback and respond to it in a timely fashion. When it comes to making your customers feel valued, little things can have a big impact. For instance, do you send a thank-you note when a customer makes a referral? Do you follow up with the customer throughout a claim?

Invest in a quality online presence. Social media is an increasingly important part of marketing an insurance agency today. Consumers use social media and online reviews to select insurance agents. Are you active on Facebook? You need to be. Have you claimed your agency’s Yelp page? Do so pronto if you haven’t. Once you’ve done that, make sure to ask satisfied customers to leave a review of their experience with you on those two websites. Those reviews are critically important to share with prospective clients.

At C&S Specialty Underwriters, we focus on providing exceptional service in the insurance marketplace. Whatever your insurance needs may be, we strive to provide:

  • Quick response and turn-around.
  • Stable, quality insurance coverage at competitive rates.
  • Assistance for insureds in avoiding the cycles of hard-to-find coverage and volatile pricing.
  • Guidance for insureds to help them evaluate and gain control of their insurance needs and programs.

Learn more about us on our website: https://csunderwriters.com/