Your Best Insurance Customers may deserve the red carpet treatment so it may be time to come up with a plan. This is important because good customers are the ones you want to stay with you and they know other good potential customers.

How do you identify who they are?

The Jenesis Agency Management System has a great report to show you who pays the most and who has been with you the longest. Learn more about the report here.

What can you do for them?

One idea is to order custom logo boxes for your agency.

Mail a few of your promo items and possibly one nicer item, to those special customers. Below is an example of what we do at Carolina Insurance.

One item we feel is important to include in the package is a personal, hand-written note. See an example below.

Making these special customers feel special may not only improve retention but also increases the possibility of referrals. Furthermore, these referrals are likely to be more special customers.

Eddie Price is the founder and current owner of Carolina Insurance in 1991 and Jenesis Software in 1999. Eddie can be contacted by email at eddie@carolinainsurance.com or eddie@jenesissoftware.com and would love to hear from you.