Building Client Relationships: A Complete Guide for Agents

You’ve done the networking, met the people, and they’re in your client relationship manager (CRM), so now what? You’re probably wondering how to build client relationships: What strategies to use, what tools are available, and what client relationship success looks like. A strong client relationship means providing excellent service, which builds trust and loyalty. From your first outreach to being the best man at your client’s wedding, I’ll help you establish and build lasting, meaningful client relationships.

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How to Leverage Leads Like a Master

John Wetmore, a system and sales expert, unveils the strategies behind his lead management success. These techniques, which he personally applied and imparted to over 2,000 insurance agents and multiple agencies, have proven to be highly effective.

82% of salespeople believe that building relationships with their leads and clients is the most important part of selling, yet 48% of salespeople never make a follow-up attempt when contacting leads.

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