When a new customer buys their first insurance policy from you, it’s strategically invaluable, at this initial point of contact, to grab the opportunity to lay the foundation for future sales.  

Ideally of course, more than one product is sold in the first customer meeting - but even is the second sale isn’t forthcoming, it’s important to make time to try and find out as much as possible about their insurance needs – and then follow this up by scheduling another time to talk through options and benefits.

Doing this will clearly increase the chances of not one, but two or more insurance policies being booked in the first month of the customer relationship.