The Steps to Successfully Onboard New Clients

It's always rewarding to gain a new client knowing you're helping them meet their needs and goals, but don't let the excitement end there. Keep the relationship going strong with consistent communication, showing you genuinely care about questions or concerns your new client might have.

How can you do this? The best way to maintain meaningful communication with all of your new clients without a lot of time or effort on your part is by putting a process in place and utilizing Automated Workflows.

The example onboarding process in the infographic below is partially based on Steve Anderson's "9 Touches in 90 Days", but edit it as you see fit to best serve your clients and fit your agency's processes.

We put together this infographic to help you understand and follow the process.

How to Onboard New Insurance Clients

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Looking for more client onboarding resources?

Successfully onboarding new clients is all about providing value at every available opportunity, and this can be made easier by using tools like Automated Workflow that help you remember to reach out on a timely basis and even automate much of those touchpoints for you. 

Check out the resources below to learn more about using Automated Workflow at your insurance agency:

This blog and infographic were originally published on August 12, 2015, and has been most recently updated and republished on September 30, 2020.

Posted by Kelsey Rosauer on Wednesday, September 30, 2020 in Email Marketing Software

  1. client retention

About The Author

Kelsey Rosauer

Kelsey is the Marketing Manager at AgencyBloc. She helps lead a team of talented marketers in their efforts towards serving and educating life and health insurance agencies. Favorite quote: "You can't use up creativity. The more you use the more you have." —Maya Angelou