Automated Old Customer Care Secrets for Insurance Sales
Customers who have bought insurance are not "done and dusted" customers. They are the most valuable source of referrals — if you maintain the relationship. A birthday message on the exact day. A gentle reminder when the premium is due. A health inquiry at the end of the year. Small things but they make a big impression — customers feel cared for, and when someone asks "do you know any reputable insurance consultants?", they will recommend you.
Difficulties in Caring for Old Customers
But in reality: when the customer list reaches dozens or hundreds of people — you can't remember them all. Whose birthday is when, who is about to pay premiums, who hasn't been contacted in a while. Especially when every day you are busy meeting new customers, consulting, and processing paperwork.
Result: old customers are gradually "forgotten". Not because you don't care — but because there is no reminder system. And when old customers are not cared for, they gradually forget you too. The next contract or referral that you should have received — goes to another consultant.
Regular Presence Solution
One way to maintain relationships with old customers without having to remember each person: appear regularly on their newsfeed. When you frequently appear — dropping hearts on posts, watching stories, occasionally commenting — old customers feel the relationship is still "alive". When it's time to renew, upgrade packages, or refer friends — they remember you immediately.
At the same time, if you post financial knowledge regularly on your personal page, old customers seeing the post are also reminded: "Ah, I need to review my insurance package."
Automating Old Customer Care with FlashMMO
FB Smart – Auto Surf Newsfeeds in the FlashMMO system helps maintain a presence on the newsfeed of familiar customers — without you having to sit and surf your phone all day.
FB Smart – Auto Post helps post knowledge regularly — reminding old customers of the importance of financial protection, indirectly prompting them to contact you.
Caring for old customers is better than finding new ones — because old customers already trust you.