Insurance Journal's Academy of Insurance

Insurance Journal

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What Does the Customer Really Need?

What Does the Customer Really Need?

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Quick Overview

The insurance industry is shifting quickly. Customers are turning to their mobile phones' app store to buy their insurance, rather than calling an agent. Join us as Patrick answers the question, what does the customer really need? In this session, we will look at ways that an agent can add value beyond just taking orders for insurance policies.

$129.00

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Duration 1 hour
Location Online Webinar
Formats On-Demand
Instructor Patrick WraightPatrick Wraight

The day is gone when an agent can be successful by renting office space, hiring a small team, hanging a shingle out and waiting for prospects to trip over themselves to become customers. The number of app-first agencies is growing, making personal insurance so easy to buy that the customer doesn’t think that they need a profession’s help. This session will demonstrate ways that an agency can provide more value than simply taking and fulfilling insurance orders.

What will we learn today?

  • Discuss the basic insurance needs of commercial and personal customers.
  • Apply a simple process for determining their insurance needs beyond those basics.
  • Demonstrate methods of building and maintaining long-term relationships.
$129.00
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