Direct Insurance Podcast - DIP!
The Direct Insurance Podcast cuts through the noise.
Hosted by Insurance Advisors Direct, each episode brings together industry veterans, attorneys, AI experts, and financial professionals to give agents and consumers the real conversations nobody else is having. No product pitches. No fluff. Just actionable information on retirement planning, long term care, life settlements, Medicare, and how AI is reshaping the insurance industry right now.
Whether you are an agent trying to grow your practice or a family trying to protect your future, this is the podcast that actually helps.
Direct Insurance Podcast - DIP!
Why Building Long-Term Relationships is SO Important in Insurance!
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Welcome back to the Direct Insurance Podcast - or DIP! for short! A podcast for independent insurance agents; brought to you by Insurance Advisors Direct, a full-service FMO. In today's episode, we sat down with Dan Greer, aka Dan "The Man" Insurance Etc.! Dan has been in the insurance industry for a decade and has a lot to share about the insurance industry - mainly about the importance of client retention!
Client retention can be the make or break in your insurance business, especially as a Medicare agent. From referrals, renewals, medicare scams, and unintentional plan switches; it's important to stay up-to-date with your clients, check in with them periodically, and just let them know you're still here to help them. Dan "The Man" explains of a few instances where he could have done more to retain a few clients; and what he learned from those experiences. While also sharing some ways that he keeps in contact with past clients, but without paying for a large CRM system!
Share this episode with a small business owner that you think would find this information helpful; even if they're not an insurance agent! But until then - Let's D.I.P. into insurance!