What makes you different?

As an independent insurance expert, you must set yourself apart by differentiating yourself from your competition and reinforcing the value you deliver on a regular basis.
Differentiate yourself

Research shows that only 39% of sales professionals believe what they offer is meaningfully different.*

But you must be able to sell your value and differentiate the strategy, products, and services you provide.

 

*Reilly Training research

Document points of differentiation

The suite of products and services we offer

How is it different and better than what our competitors offer?

 

Our agency

How are we different from our competition?

 

Our people

What makes us stand out?

Start with this simple worksheet

By identifying the differences that make you outstanding in the market, you’ll be able to better explain to clients what makes your offering different.

female insurance agent reviewing win the journey tips

Thank, remind, and audit yourself

Document your value-added services by sending your clients

Thank you letters, emails, or instant messages highlighting your value-added services

Client service reviews highlighting the action taken to fix issues (these are great to post on your social media too)

Actively “value remind” by

Asking your clients to write a testimonial for you

Sharing positive information about you, your company, or the product via email or social media

Conducting a value audit to check on your performance with the client

Understand what they need

Correct issues before they become complaints

Win the Journey

Interested in more?

Find resources to help grow and retain your business by winning the new purchasing journey of successful families and individuals.