Buyer's remorse is a common concern immediately following a major purchase, such as an auto or homeowners policy. This is particularly the case when an individual buys from an agency for the first time. There is uncertainty about price, of course, as well as other matters. Address these "other" items to help assure new personal lines clients that they made the right buying decision. Follow-up with a web-based form or a paper checklist of selected agency services to ask what else you can do for them. Sometimes, it's all that's needed to make them comfortable.

Too many agencies pocket commissions from new personal lines sales and move on to finding more buyers with nary a look back. Naturally, seeking fresh clients is essential to survival and growth, but so is making sure that your existing insureds stay on the books. Instantly abandoning them after sending out their initial policies isn't the way to do it. Instead, why not invite them into your community of clients and ask them what else you can do? This simple inquiry, complete with a list of choices, indicates that you are and will remain available.

Download our tool [link below] then modify the starter list of "what else" services on it to match up with those you provide. Distribute the finished list digitally or by postal mail. Online forms are more immediate and easier to administer, but some insureds don't like or don't have access to the web and email. So, set up both formats and let CSRs decide which to send on a client-by-client basis.

Web form. Author your own secure form or use one of the many survey creation sites for this purpose. If you go with the latter, use the site's email capability to send survey links to new clients and to identify their individual responses.

Email. Send a PDF of the paper form [below] in a permission email to the insured. Either attach the PDF or include a link where it can be downloaded (recommended).

Paper form. Modify, print, and mail, with a post-paid return envelope, to new agency clients who prefer this method of contact.

Quick link to tool page.