Throw Back Thursday – “Rubber Stamp the Deal”

“Throw Back Thursday” is a tradition of sorts for all of you who Facebook, tweet and Instagram. For my blog- it is an opportunity to republish some great articles from the early days of our blog- when the only followers were my mom and my wife. Now, with over 500 followers it makes sense to “throw back” some good ideas from the early days. This was published in October of 2012. Thanks for all of your comments and support.


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 –



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.

About Jeffrey Berson

40 years in and around the industry has made Insurance a part of my DNA. I have had the pleasure of working with and for some of the greatest minds in our industry. My "Bersonal" View is an attempt to capture some of the best ideas, the best concepts and the best practices in a way that can lead to success for others. It will certainly be my point of view, so please...don't take it "Bersonal".
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