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Clients Audio Tape
Be sure and work your existing
clients each year and keep in touch with them.
I send my clients a birthday card every year. One month after their birthday, I
call them on the phone. I ask them if they need kind of policy changes or to modify their beneficaries.
Example, did you recently buy a new home, get married or remarried, have a baby, or need to change your
existing beneficaries, and then I offer some of my new free services. I offer
them a free credit report each year and tell them about anything else that I'm offering.
They sometimes tell me that I'm the only one that remember their birthdays and calls to check on them every
Agent's make a big mistake of never contacting the clients again after they sell
Declines Audio Tape