[Infographic] The Agent's Guide to Onboarding New Clients

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 was originally published on 8/12/2015. It was updated and republished on 9/30/2020.

Kelsey Rosauer

By Kelsey Rosauer on September 30, 2020 in Customer Experience

Kelsey is the Marketing Brand Specialist at AgencyBloc. She plans and creates educational resources to help our customers organize, automate & grow their insurance agency. Favorite quote: "I am convinced that life is 10% what happens to me and 90% how I react to it." —Charles R. Swindoll  More articles


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