New Client Onboarding

This is a video of the new client onboarding overview

Day 15: “Did you get my gift?” and Life Insurance cross-sell

Here is the video on this portion of the process

Onboarding – when address is changing or has changed

In order to make sure that our new client onboarding goes as well as possible, that we give our new clients the best experience, and we capitalize on obtaining the most client referrals, I have an update to our initial process of adding new clients.

 

There are some scenarios where the mailing address and physical address are not the same for a client. This has not been an issue in the past but as we continue to write more business each month, adapting our processes will be something we need to do.

 

Here are two examples of where the client may want to receive their mail at a different address than where the property is located.

 

  1. Client has not closed on the house yet and is not living there yet.
  2. It is a secondary home and should receive mail at their mailing address.

 

It is very important that we have the correct mailing address of the new client in Better Agency and Ezlynx for the following reasons:

  1. Insurance company will automatically mail the policy to the client within a few days of binding coverage.
  2. We have a thank you note coming to them within days of issuance.
  3. We have a gift box coming to them within 2 weeks.

 

Our initial onboarding process needs to be within the first 30 days to gain the highest amount of client referrals, understanding this, we need to make sure we keep the timeline in tack for our onboarding.

 

Here is the process for handling this:

 

Scenario 1 : Client has bound coverage but has either not closed or has not moved into the home yet:

  1. Make sure policy, Ezlynx, and Better Agency all reflect the clients mailing address as it will be once they are living in the home
  2. Email Beaux what the current mailing address is so they can mail the thank you note and gift box to the correct address.
  3. If the policy is returned to our office, Melissa or Sue will need to verify the policy effective date and hold the policy to remail on that date.

 

Scenario 2: We issued a policy for the secondary home and mail will be received at another address.

  1. Make sure the mailing address for the client is correct:
  2. On the policy at issuance
  3. Better Agency prior to moving to “Won”