When we do our training sessions, we stress the importance of Annual Client Reviews. We often say it is 10 times harder to find a new client than it is to keep a current client happy. With that in mind a great sales idea that works is creating a “reminder stamp.” The stamp, which you use on delivery of the policy says in bold letters –
MUST BE REVIEWED ON AN ANNUAL BASIS –
CALL OUR OFFICE FOR APPOINTMENT
After you review the policy with the client, remind them how important the annual review is…and then seal the deal by pulling out your stamp. Stamp the cover of the policy and write your phone number underneath the stamp. You will be amazed how many of your clients will remember what you said just because of that stamp.