Total Credits: 2 including 2 CE Credit
AIAM 120 examines the six things each of clients want from their insurance agency:
AIAM 120 Part 2
2 Hours
Hour 1
I. Listen to the Customer
a. What happens when we truly listen
b. Difference between hearing and listening
c. When you listen to your client you are telling the client:
i. I want to understand you
ii. I want to understand your needs
iii. I want to solve your problems
d. Assess yourself
e. Complaining Customers
i. Hilton Example
ii. Ritz-Carlton
iii. Three ways to make the customer right
iv. Five ways to deal with customers
2nd Hour
II. Knowing the difference between empathy and sympathy
III. Help them
a. Ways to help them
b. WOW factor
IV. Invite them back
a. How a customer know they are invited back
b. When to thank the customer….every chance you get
c. Words that should never leave our mouth
d. 10 most important words our clients can hear from us
V. Evaluate Yourself
VI. Recap
VII. Evaluate yourself above competitors
Housekeeping
Unauthorized Entities
Important CE_Credit Instructions_ABEN (0.73 MB) | Available after Purchase |
AIAM 120 part 2 (2.4 MB) | Available after Purchase |
Jeff graduated from FSU in 1988 and began his insurance career as both a general lines and life and health insurance agent with an independent insurance agency. He moved to the education side of insurance by taking a position with the Department of Financial Services (formerly Department of Insurance), working in the continuing education section. Jeff spent his last four years there the administrator of Continuing Education. At FAIA, Jeff's duties include writing, updating, and revising FAIA's Florida Insurance Research Library, and teaching.
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