Customer success stories are wonderful tools for insurance agents. Today’s consumers rely on personal accounts and word-of-mouth testimonials when they are deciding where to take their business. Success stories can help your insurance agency build credibility, generate leads, and convert potential clients into satisfied customers. These success stories can come in many forms and can be repurposed according to your evolving needs. For example, a happy customer might be willing to share:
You can ask any client who has had a positive experience if they would be willing to share. You may find that those who generally post regularly on social media will be more likely to share publicly. But don’t rule out your clients who aren’t as active on social media—they may be good prospects for interviews or article quotes. Here are some people you should ask:
Ask clients if they’re willing to share a success story as soon as you receive initial positive feedback. Right when a customer posts a review online, tags you in social media, tells you how happy they are, or sends another client your way—reach out and ask whether they would be willing to provide a testimonial about their experience.
Don’t put it off. You may not get around to it, and the freshness of the experience could begin to wear off for the client. Your goal is to capture that enthusiasm to share with future clients. Have your request and an interview template prepared and ready to present to the happy customer.
Here are 6 steps to asking clients to share their positive experiences. You can do this via email, in person, or over the phone.
With a bit of forethought and footwork, cultivating success stories can become second nature. You’ll be able to easily incorporate this fruitful means of marketing into your regular work routine. You may even find that learning more about your customers’ experiences with your agency is a rewarding way to forge lasting partnerships and open other doors to success.
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