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Is Your Agent Wearing a Fitbit?

It seems odd, the things we measure these days. Or at least the things we have to measure to ensure we’re doing what we should. A whole industry was born of counting how many steps a person takes in a day. And if you’re anything like me—far too many conversations these days revolve around “getting your steps in.” So what are we really measuring? Why is it so important? And how does an activity tracker relate to insurance? While a Fitbit wearer is technically counting steps, it’s really health that’s being measured. The steps are the “behaviors” that generate what everyone wants and needs: an active, healthy lifestyle. And behaviors are important to monitor, because we’ve got to put in the work if we want the results.

Is your insurance agent “counting steps,” so to speak?

Does your agent actively monitor the health of your relationship?

Despite what you may think, the value of an insurance agency is not in the premiums that it collects—far from it. The real value lies in the health of the relationships that its agents manage.

Let’s be real: you are the most valuable asset your agent has. So forward-thinking agents need to step it up a notch when it comes to your relationship; lounging around just doesn’t cut it. Only through active involvement can your customer-agent relationship grow stronger and healthier.

What you should value most about your agent is a commitment to: (1) understanding your needs, (2) creating a problem-solving strategy, and (3) negotiating a fair price that fits your budget. It’s a relatively simple premise, but just like getting those steps in every day, it takes commitment.

So don’t be afraid to ask if your agent is putting in the work. In fact, your agent should want you to know how they plan to manage the health of your relationship. We, for one, would be happy to fill you in!

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