Insurance Agents & Insurance Adjusters: How To Make Your Policyholders Feel Safe

In the insurance industry, policyholder confidence is paramount to retention. It is important they feel that your insurance company is not only looking out for their current assets but protecting them from future issues as well.

When your policyholder has to file a water, fire, mold or storm damage claim… how to you handle policyholder relations?

Consider this condo water damage claim scenario… something unexpected that caused policyholders to need help with an insurance claim from other insureds. As you know, condos share all 4 walls of the residence.

Do An annual Review:

make sure your policyholders are covered:

Home Renovations

A home renovation or upgrade is another reason for an annual policy review. Have your clients sign off when they decline certain services and review these yearly as well.

Inventory

Another way to reevaluate your policyholder’s needs is to have them conduct a home inventory. Items of value, such as jewelry or electronics, should be inventoried at least once a year.

Appliance Maintenance

This is also a good time to stress the importance of and encourage your clients to keep up with yearly maintenance on home appliances, such as having their HVAC unit(s) and water heater inspected.

Flood Insurance

Flood and earthquake insurance are not always top of mind for policyholders. Discuss these types of insurance with them and make sure they know their options.

When it comes to dealing with disasaters...

We have 40 years experience and have seen it all. We put together this guide to help you serve your policyholders the best you can. We want you to be successful. If you have any questions about how we can assist with the insurance claims process, we are only a phone call away! Reach us 772-567-4435 anytime of the day or night.

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