Many clients stay loyal to their chosen broker because of the caring, personalised service that they receive.

Some clients may be more interested in your expertise across a broad product range. Others may value your specialised knowledge within a niche product area.

This for example, could be how you’re trusted to always seek out the best price for each customer. Or maybe it’s your focus on attention to detail, as you ensure that nothing gets missed.

For millennials helpfulness could be how you’ve proactively invested in technology, which allows them to manage their policies using minimal time and effort.

Any service-based business with a growth strategy knows that a properly managed and respectful customer service plan is key to achieving sales targets.