Agency Performance Partners


Use Insurance Claims to Educate Clients

Posted on February 8, 2022 by Alex Arellano

Claims Can Boost New Business: Use Insurance Claims to Educate Clients

Today we’re diving deep into a topic that is critical to agencies: how insurance claims can be a boost for business. It would help if you kept in mind that insurance claims are the one time that your customers are using your product, and it’s the perfect time to shine as their insurance agent.

One great way to boost business is using insurance claims to educate your customers. 

“When you’re dealing with people during claims, during their worst time, and they’re not doing so hot, this is your opportunity for you to shine and show why they do business with you.”


When customers call you for an insurance claim, they’re likely experiencing stress, and they might not be feeling their best. This is an opportunity for you to use education as a tool, help them learn more about the claims process, and help them feel calm and confident in your abilities as an agency.


Here are some ways you can use insurance claims to educate your customers:

  • Explain the process: You can explain how the process will go, what your team is going to handle, and what the carrier will handle.
  • Review coverage: Claims are also a great time to sit down and review coverage. This can lead to new business by finding opportunities to cross-sell. You can also make sure your customers have the best coverage for them.
  • Industry expert: Claims are the perfect opportunity to establish yourself as an industry expert. This will help lower your client’s stress levels and give them higher confidence in your abilities. You can do this by doing your research and knowing all of the different carriers and how they handle the claims process. You can have a spreadsheet handy, with notes and phone numbers, that you can refer to educate customers.


The claims process can be a very vulnerable time for your customers. But it’s the perfect opportunity to teach your customers and show them why they chose you as their insurance agency. 


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