New Insurance Customers: 11 Things to Include in Their Welcome Kit

Insurance, Resources

New Insurance Customers Welcome Kit

As an insurance agent, you’ll need to build a welcome kit for new insurance customers.

Basically, a welcome kit is a folder with all those crucial documents customers need when they take out insurance — stuff like business cards, important phone numbers, policy papers, you name it.

Sure, you’ll have all of these things on your desk somewhere, anyway. But keeping them all in one place will make your life so much easier. Plus, you can take your welcome kit with you when you’re meeting clients away from the office.

Here’s everything you should include in it:

1. Business Card

You never know who you’re going to meet. Keeping a business card with you at all times, therefore, could help you secure brand new clients. Think of it as the ultimate networking opportunity.

Don’t skimp on your business cards — you want them to look professional. Include your name, agency address, email address, and even social media links on your cards and create a good first impression.

Remember, 72 percent of people judge your company by the quality of your business cards, so do it properly!

2. Policy Documents

You could carry a tablet with you and access policy documents that way, but you need to rely on a strong WiFi signal. If you lack a connection, you could lose out on sales.

Keep paper documents with you, instead. You can hand these out to clients if they have any questions about your insurance products.

3. “Everything We Sell” Sheet

Think of this as a primer to your insurance agency. It’s a piece of paper with a list of all the financial products you sell, so you don’t have to explain all of this information to new clients.

Your “Everything We Sell” Sheet will save a lot of time and could secure more sales.

4. Your Bio

Clients will want to know more about you — your experiences, previous clients, credentials, etc. Explaining all of this information to them can take time, and it’s a lot easier to include it on a sheet of paper.

Hire someone to write, or at least edit, your bio professionally. Research shows that 42.5 percent of consumers notice spelling and grammar mistakes, and this could influence your sales.

5. Your Identification

Unfortunately, only 47 percent of consumers in the United States trust insurance companies. (Yes, you get a bad rap!) This is just one reason why you should carry your identification with you at all times.

You should also keep identification information in your welcome kit for new customers, which will make it easier for consumers to find out more about you.

6. A Good Notebook

Clients will need to take notes meeting you so they can find out more about your insurance products. Keeping a small notebook in your welcome kit will help customers capture information on the go.

Oh, don’t forget to include a pen in your welcome kit, too.

7. Accident Information

This all depends on the type of insurance you specialize in. For example, if you sell car insurance, you might want to create a card with information about what clients should do in an emergency — contact the emergency services, take photos of the accident, contact your insurance company, etc.

Clients can keep this card in their wallet and refer to in an emergency situation.

8. Referral Information

Referral marketing can generate up to five times more conversions than any other channel, according to research. A card with information about how your clients can recommend your services to their friends, family, and colleagues will likely provide you with a return on your investment. Keep one of these cards in your welcome kit.

9. Online Review Information

Online reviews are crucial for securing more clients. Research suggests that six out of 10 consumers now use websites like Google My Business when researching local companies like yours.

Including a sheet of paper with information about how your clients can leave you an online review could help you win over new clients and improve sales in the long-term. Try it for yourself and see.

10. Insurance Quotes Information

Most customers find insurance quotes complicated, and you won’t have time to explain your calculations to new clients. Including information about insurance quotes in welcome kits will help clients understand your estimates.

Don’t forget to bring a calculator with you when meeting new clients, either. Sure your smartphone will do the math, but a calculator will provide you with safeguard if your device dies.

11. A “Thank You” Note

A pre-printed thank you note will increase engagement between you and your clients. Thank customers for meeting you to discuss insurance products and choosing you over other companies in the area. This small gesture could help you secure more sales.

These are 11 of the most important things you should include in your welcome kits for new customers. Storing all of these documents in one place will make it easier for clients, and they’ll have all the information they need when purchasing financial products. Check out more ways to optimize your marketing efforts.

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