{"id":16036,"date":"2024-11-20T09:30:11","date_gmt":"2024-11-20T15:30:11","guid":{"rendered":"https:\/\/tdmvxwhppt.onrocket.site\/?p=16036"},"modified":"2024-11-20T09:36:04","modified_gmt":"2024-11-20T15:36:04","slug":"building-a-foundation-of-trust-with-new-clients","status":"publish","type":"post","link":"https:\/\/www.iablueprint.com\/staff\/building-a-foundation-of-trust-with-new-clients\/","title":{"rendered":"Building a foundation of trust with new clients"},"content":{"rendered":"\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.iablueprint.com\/staff\/wp-content\/uploads\/2024\/11\/Untitled-design-1.png\" alt=\"\" class=\"wp-image-16038\"\/><\/figure>\n\n\n\n<p>Building a foundation of trust with new clients<\/p>\n\n\n\n<p>The first year of a clients\u2019 life cycle is when it is time to build a foundation of trust.<\/p>\n\n\n\n<p>When a client signs on, it\u2019s the start of a relationship that\u2014like any other relationship\u2014thrives on meaningful communication, attention, and care. However, many agencies focus on landing the client, leaving the next steps overlooked. So, what about the critical first year, when the foundation of that relationship is built?<\/p>\n\n\n\n<p>I usually suggest some steps in your New Client Onboarding campaign to agents to help solidify the relationship.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">1. The Welcome Email \u2013 A Personal Touch from the Agency Owner<\/h5>\n\n\n\n<p>The agency owner may only talk with some clients, but you want them to know you appreciate them, right? When your agency owner takes the time to send a genuine welcome email, it immediately sets a tone of personal connection and lets clients know they\u2019re valued. This welcome message should reflect your agency\u2019s personality, its commitment to client care, and an invitation to reach out with any questions or concerns. This could be a good time to share the agency&#8217;s core values or mission statement.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">2. Team Introductions \u2013 Who\u2019s Who in Your Service Team<\/h5>\n\n\n\n<p>If you have a team of employees, some sell, some service. Now is a great time to do a warm introduction. You always want a client to know who to talk with; here is your opportunity to take care of that.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">3. Getting Social \u2013 An Invitation to Connect on social media<\/h5>\n\n\n\n<p>If you are active on social platforms, tell your clients. This is a great way for them to get to know you better. If they know you better and see a personal side of you, they will like you more, stay with you longer, and refer you more often.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">4. Client Service Center Portal \u2013 Empowering Clients with Self-Service<\/h5>\n\n\n\n<p>Most management systems come with an online client center that can be plugged into your website or shared with a mobile link. This is a great tool to show that you are not stuck in the 1980s. It can empower your clients to view their policies and remove tasks like emailing ID cards.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">5. A Non-Sales Check-In \u2013 A Friendly Call from the Selling Agent<\/h5>\n\n\n\n<p>Thirty days after a sale, a few things happen: the client receives their policy, pays the next bill due, and potentially forgets the name of the person who sold them the policy.<\/p>\n\n\n\n<p><br>This is a great time for the salesperson to call with no goal other than to check in and see if the client has any questions. This is 100% about reassuring the client that they made the right decision.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">6. Asking for a Google Review \u2013 Building Credibility with Client Experiences<\/h5>\n\n\n\n<p>Google Reviews are very important. They show credibility.<\/p>\n\n\n\n<p><br>What better time to ask for one than after a 30-day check-in? The client feels very positive about their decision to trust you, so now is the time to ask for a review.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">7. Requesting a client Reference \u2013 Building Connections and Community<\/h5>\n\n\n\n<p>If you have taken the time to invest in the relationship, then ask for a referral. If they like you, they will want to help you.<\/p>\n\n\n\n<p><br>Ask and you shall receive.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">8. Mid-Year Check-In \u2013 A Quick Recap and Offer to Update Coverage<\/h5>\n\n\n\n<p>A lot can change in six months, so a mid-year check-in is the perfect opportunity to touch base. This isn\u2019t just about insurance; it\u2019s about life. Has there been a new addition to the family? A major life change? Not only does this show that you care, but it also allows you to adjust coverage to better reflect their current needs.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">9. Pre-Renewal Check-In \u2013 Staying Ahead of Changes<\/h5>\n\n\n\n<p>Ninety days before renewal, reach out to discuss any recent changes. Maybe they\u2019ve switched mortgage companies or bought a new vehicle\u2014whatever the case, this conversation shows you\u2019re on top of their needs and helps ensure there are no surprises at renewal. It\u2019s another chance to demonstrate proactive care.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">Automate this<\/h5>\n\n\n\n<p>Most management systems include automation. Leverage that automation to make sure the messaging is consistent.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">Building Trust, One Step at a Time<\/h5>\n\n\n\n<p>By following this structured communication plan, you ensure that clients feel well-cared-for, informed, and part of the process every step of the way. In today\u2019s world, that type of relationship-building doesn\u2019t just win clients; it keeps them around for years to come.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-a89b3969 wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.iablueprint.com\/staff\/our-blogs\/\">Go back to the blog hub<\/a><\/div>\n<\/div>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Building a foundation of trust with new clients The first year of a clients\u2019 life cycle is when it is time to build a foundation of trust. When a client signs on, it\u2019s the start of a relationship that\u2014like any other relationship\u2014thrives on meaningful communication, attention, and care. However, many agencies focus on landing the [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":16038,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[25],"tags":[],"class_list":["post-16036","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog-beaux-pilgrim"],"blocksy_meta":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.1.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Building a foundation of trust with new clients - IA Blueprint<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Building a foundation of trust with new clients - IA Blueprint\" \/>\n<meta property=\"og:description\" content=\"Building a foundation of trust with new clients The first year of a clients\u2019 life cycle is when it is time to build a foundation of trust. When a client signs on, it\u2019s the start of a relationship that\u2014like any other relationship\u2014thrives on meaningful communication, attention, and care. However, many agencies focus on landing the [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.iablueprint.com\/staff\/building-a-foundation-of-trust-with-new-clients\/\" \/>\n<meta property=\"og:site_name\" content=\"IA Blueprint\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/reedinsurance\" \/>\n<meta property=\"article:published_time\" content=\"2024-11-20T15:30:11+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-11-20T15:36:04+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.iablueprint.com\/staff\/wp-content\/uploads\/2024\/11\/Untitled-design-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1280\" \/>\n\t<meta property=\"og:image:height\" content=\"720\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Beaux Pilgrim\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Beaux Pilgrim\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.iablueprint.com\/staff\/building-a-foundation-of-trust-with-new-clients\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.iablueprint.com\/staff\/building-a-foundation-of-trust-with-new-clients\/\"},\"author\":{\"name\":\"Beaux Pilgrim\",\"@id\":\"https:\/\/www.iablueprint.com\/staff\/#\/schema\/person\/58353aeb4b999a983fe2f1a71cae86b2\"},\"headline\":\"Building a foundation of trust with new clients\",\"datePublished\":\"2024-11-20T15:30:11+00:00\",\"dateModified\":\"2024-11-20T15:36:04+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.iablueprint.com\/staff\/building-a-foundation-of-trust-with-new-clients\/\"},\"wordCount\":746,\"publisher\":{\"@id\":\"https:\/\/www.iablueprint.com\/staff\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.iablueprint.com\/staff\/building-a-foundation-of-trust-with-new-clients\/#primaryimage\"},\"thumbnailUrl\":\"\",\"articleSection\":[\"Blog - Beaux Pilgrim\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.iablueprint.com\/staff\/building-a-foundation-of-trust-with-new-clients\/\",\"url\":\"https:\/\/www.iablueprint.com\/staff\/building-a-foundation-of-trust-with-new-clients\/\",\"name\":\"Building a foundation of trust with new clients - IA Blueprint\",\"isPartOf\":{\"@id\":\"https:\/\/www.iablueprint.com\/staff\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.iablueprint.com\/staff\/building-a-foundation-of-trust-with-new-clients\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.iablueprint.com\/staff\/building-a-foundation-of-trust-with-new-clients\/#primaryimage\"},\"thumbnailUrl\":\"\",\"datePublished\":\"2024-11-20T15:30:11+00:00\",\"dateModified\":\"2024-11-20T15:36:04+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/www.iablueprint.com\/staff\/building-a-foundation-of-trust-with-new-clients\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.iablueprint.com\/staff\/building-a-foundation-of-trust-with-new-clients\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.iablueprint.com\/staff\/building-a-foundation-of-trust-with-new-clients\/#primaryimage\",\"url\":\"\",\"contentUrl\":\"\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.iablueprint.com\/staff\/building-a-foundation-of-trust-with-new-clients\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.iablueprint.com\/staff\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Building a foundation of trust with new clients\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.iablueprint.com\/staff\/#website\",\"url\":\"https:\/\/www.iablueprint.com\/staff\/\",\"name\":\"IA Blueprint\",\"description\":\"VA Services For Insurance Agencies\",\"publisher\":{\"@id\":\"https:\/\/www.iablueprint.com\/staff\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.iablueprint.com\/staff\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.iablueprint.com\/staff\/#organization\",\"name\":\"IA Blueprint\",\"url\":\"https:\/\/www.iablueprint.com\/staff\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.iablueprint.com\/staff\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.iablueprint.com\/staff\/wp-content\/uploads\/2025\/10\/ia-blueprint-logo.png\",\"contentUrl\":\"https:\/\/www.iablueprint.com\/staff\/wp-content\/uploads\/2025\/10\/ia-blueprint-logo.png\",\"width\":1400,\"height\":700,\"caption\":\"IA Blueprint\"},\"image\":{\"@id\":\"https:\/\/www.iablueprint.com\/staff\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/reedinsurance\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.iablueprint.com\/staff\/#\/schema\/person\/58353aeb4b999a983fe2f1a71cae86b2\",\"name\":\"Beaux Pilgrim\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.iablueprint.com\/staff\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/cb672ddb187c134c4e905ae5d0b0224485d2b83533efb26712603c01ade045a2?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/cb672ddb187c134c4e905ae5d0b0224485d2b83533efb26712603c01ade045a2?s=96&d=mm&r=g\",\"caption\":\"Beaux Pilgrim\"},\"url\":\"https:\/\/www.iablueprint.com\/staff\/author\/beauxpilgrim\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Building a foundation of trust with new clients - IA Blueprint","robots":{"index":"noindex","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"og_locale":"en_US","og_type":"article","og_title":"Building a foundation of trust with new clients - IA Blueprint","og_description":"Building a foundation of trust with new clients The first year of a clients\u2019 life cycle is when it is time to build a foundation of trust. When a client signs on, it\u2019s the start of a relationship that\u2014like any other relationship\u2014thrives on meaningful communication, attention, and care. However, many agencies focus on landing the [&hellip;]","og_url":"https:\/\/www.iablueprint.com\/staff\/building-a-foundation-of-trust-with-new-clients\/","og_site_name":"IA Blueprint","article_publisher":"https:\/\/www.facebook.com\/reedinsurance","article_published_time":"2024-11-20T15:30:11+00:00","article_modified_time":"2024-11-20T15:36:04+00:00","og_image":[{"width":1280,"height":720,"url":"https:\/\/www.iablueprint.com\/staff\/wp-content\/uploads\/2024\/11\/Untitled-design-1.png","type":"image\/png"}],"author":"Beaux Pilgrim","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Beaux Pilgrim","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.iablueprint.com\/staff\/building-a-foundation-of-trust-with-new-clients\/#article","isPartOf":{"@id":"https:\/\/www.iablueprint.com\/staff\/building-a-foundation-of-trust-with-new-clients\/"},"author":{"name":"Beaux Pilgrim","@id":"https:\/\/www.iablueprint.com\/staff\/#\/schema\/person\/58353aeb4b999a983fe2f1a71cae86b2"},"headline":"Building a foundation of trust with new clients","datePublished":"2024-11-20T15:30:11+00:00","dateModified":"2024-11-20T15:36:04+00:00","mainEntityOfPage":{"@id":"https:\/\/www.iablueprint.com\/staff\/building-a-foundation-of-trust-with-new-clients\/"},"wordCount":746,"publisher":{"@id":"https:\/\/www.iablueprint.com\/staff\/#organization"},"image":{"@id":"https:\/\/www.iablueprint.com\/staff\/building-a-foundation-of-trust-with-new-clients\/#primaryimage"},"thumbnailUrl":"","articleSection":["Blog - Beaux Pilgrim"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.iablueprint.com\/staff\/building-a-foundation-of-trust-with-new-clients\/","url":"https:\/\/www.iablueprint.com\/staff\/building-a-foundation-of-trust-with-new-clients\/","name":"Building a foundation of trust with new clients - IA Blueprint","isPartOf":{"@id":"https:\/\/www.iablueprint.com\/staff\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.iablueprint.com\/staff\/building-a-foundation-of-trust-with-new-clients\/#primaryimage"},"image":{"@id":"https:\/\/www.iablueprint.com\/staff\/building-a-foundation-of-trust-with-new-clients\/#primaryimage"},"thumbnailUrl":"","datePublished":"2024-11-20T15:30:11+00:00","dateModified":"2024-11-20T15:36:04+00:00","breadcrumb":{"@id":"https:\/\/www.iablueprint.com\/staff\/building-a-foundation-of-trust-with-new-clients\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.iablueprint.com\/staff\/building-a-foundation-of-trust-with-new-clients\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.iablueprint.com\/staff\/building-a-foundation-of-trust-with-new-clients\/#primaryimage","url":"","contentUrl":""},{"@type":"BreadcrumbList","@id":"https:\/\/www.iablueprint.com\/staff\/building-a-foundation-of-trust-with-new-clients\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.iablueprint.com\/staff\/"},{"@type":"ListItem","position":2,"name":"Building a foundation of trust with new clients"}]},{"@type":"WebSite","@id":"https:\/\/www.iablueprint.com\/staff\/#website","url":"https:\/\/www.iablueprint.com\/staff\/","name":"IA Blueprint","description":"VA Services For Insurance Agencies","publisher":{"@id":"https:\/\/www.iablueprint.com\/staff\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.iablueprint.com\/staff\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.iablueprint.com\/staff\/#organization","name":"IA Blueprint","url":"https:\/\/www.iablueprint.com\/staff\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.iablueprint.com\/staff\/#\/schema\/logo\/image\/","url":"https:\/\/www.iablueprint.com\/staff\/wp-content\/uploads\/2025\/10\/ia-blueprint-logo.png","contentUrl":"https:\/\/www.iablueprint.com\/staff\/wp-content\/uploads\/2025\/10\/ia-blueprint-logo.png","width":1400,"height":700,"caption":"IA Blueprint"},"image":{"@id":"https:\/\/www.iablueprint.com\/staff\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/reedinsurance"]},{"@type":"Person","@id":"https:\/\/www.iablueprint.com\/staff\/#\/schema\/person\/58353aeb4b999a983fe2f1a71cae86b2","name":"Beaux Pilgrim","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.iablueprint.com\/staff\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/cb672ddb187c134c4e905ae5d0b0224485d2b83533efb26712603c01ade045a2?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/cb672ddb187c134c4e905ae5d0b0224485d2b83533efb26712603c01ade045a2?s=96&d=mm&r=g","caption":"Beaux Pilgrim"},"url":"https:\/\/www.iablueprint.com\/staff\/author\/beauxpilgrim\/"}]}},"brizy_media":[],"_links":{"self":[{"href":"https:\/\/www.iablueprint.com\/staff\/wp-json\/wp\/v2\/posts\/16036","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.iablueprint.com\/staff\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.iablueprint.com\/staff\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.iablueprint.com\/staff\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/www.iablueprint.com\/staff\/wp-json\/wp\/v2\/comments?post=16036"}],"version-history":[{"count":4,"href":"https:\/\/www.iablueprint.com\/staff\/wp-json\/wp\/v2\/posts\/16036\/revisions"}],"predecessor-version":[{"id":16042,"href":"https:\/\/www.iablueprint.com\/staff\/wp-json\/wp\/v2\/posts\/16036\/revisions\/16042"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.iablueprint.com\/staff\/wp-json\/wp\/v2\/media\/16038"}],"wp:attachment":[{"href":"https:\/\/www.iablueprint.com\/staff\/wp-json\/wp\/v2\/media?parent=16036"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.iablueprint.com\/staff\/wp-json\/wp\/v2\/categories?post=16036"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.iablueprint.com\/staff\/wp-json\/wp\/v2\/tags?post=16036"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}