NORVAX: Driving Sales Through Technology

August 15, 2006 :: Volume 6, Issue 8 :: 1-866-466-7829

Insurance Agent Newsletter

August Index

.: Why Group Producers Are Going Individual
.: 6 Biggest Blunders Agents Make On Their Websites
.: How do I send an email newsletter?
.: Agent Interview
.: 5 Simple Goofs Of Email Etiquette
.: Norvax Product News

Previous Issues

 

August Index

.: Why Group Producers Are Going Individual
.: 6 Biggest Blunders Agents Make On Their Websites
.: How do I send an email newsletter?
.: Agent Interview
.: 5 Simple Goofs Of Email Etiquette
.: Norvax Product News

Previous Issues

5 Simple Goofs Of Email Etiquette… Guaranteed To Land Well-Meaning Agents In Hot Water

Five simple goofs of email etiquette that can cool those leads and get you into a tangle with your current clients:

  1. Terrible timing.
  2. Timing really, really is everything. Each hit of the “send” key is a question, a comment, or a request, personally addressed to you. In the eyes of the sender, the speed of your response tells them how much you value the relationship.

    As the clock ticks by with no response, your customer thinks:

      Couple hours to a day: Hmm, I wonder if that email went through. Maybe they just didn’t open it yet?

      Over a day: Must be really busy down there. Do they think that was a silly request?

      A week: I guess they don’t care about me. They’re too busy dealing with bigger customers, and I’m not important enough for them to get back to.

    That’s the LAST thing you want your customers thinking if you expect to have a lasting relationship with them! Even when you do answer the question or handle the request, you can’t erase the hours, days or weeks where your relationship was in question.

    Solution: If your current clients have sent you a complicated question or request, let them know you’ve put them in your “to do” pile, and give them a time estimate (and stick to it!). A short message is all you need:

      Great to hear from you, Amanda. Your question is on my list and you can expect to hear back from me no later than 5 p.m. tomorrow.

    When you promptly reply to your customers’ email, they feel respected and valued… and you look caring and professional.

  1. Sending the dirty laundry.
  2. It’s as simple as hitting the “reply to all” key by mistake. That joke or confidential information intended for one set of eyes goes out to a whole list of people. The results could be embarrassing, or cost you a customer.

    Another hiccup is forgetting to erase the back and forth email discussion you have with others as you try to resolve an issue. Your client may get a message with an entire conversation at the bottom that’s inappropriate for them to see.

    Solution: Look over emails before you hit the send key — including who the message is “to”. And don’t forget to scroll down and see if you’ve deleted all past conversation. It only takes a second and prevents embarrassing mess-ups or confidentiality leaks.

  1. Getting buried by incoming leads.
  2. If you’ve got leads coming straight to your inbox, it’s easy for them to sit there for hours or days as you try to find time to get back to them all. These are people who have requested an insurance quote, and the longer it takes for you to get back to them, the more likely they are to go find somebody else.

    Solution: Email autoresponders reply to all your incoming leads for you. Plus, all your leads are automatically subscribed to a series of email messages that touch them for weeks, months, or even up to a year. Some autoresponder programs can send updated health insurance quotes with every single email.

  1. Sending the “wrong idea”
  2. NO, I’M NOT YELLING. But sometimes the way you write an email can come across as rude when that’s the last thing you were going for. Your customers don’t have cues from your voice, so they can read a friendly email as stern, or a light joke as a brush-off.

    Solution: To avoid misunderstandings, always keep the tone of your messages professional and pleasant. Write in full sentences and complete thoughts so your customers get the intended meaning from your message. And never, ever write in all capital letters!

    In delicate situations, skip the email altogether and pick up the phone. If a customer is upset, your voice is the best way to reassure them.

  1. Sloppy typing.
  2. You wouldn’t mail a sales letter with out a spell check, or a post card without a proofread… slow down and make sure your emails aren’t riddled with typos, spelling mistakes and poor grammar before you send them out.

    Keep your emails looking professional and your customers and prospects will continue to think of you that way!

    Solution: Your email program may have a spelling and grammar check built in. If so, use it every time you send out an email!

    Break the sloppy typing habit. Type every email — whether it’s business or personal — using correct spelling, grammar and punctuation. When you sit down to write a business email, your fingers will be trained to type professionally.

Jeremiah Desmarias

Jeremiah Desmarais is the award winning Vice President of Marketing at Norvax. He and his team have won 3 awards in 2006 for their marketing initiatives that touch Norvax' client base and carrier relationships on a daily basis. He is author of several white papers, and has been a contributor to the Agent's Sales Journal, Health Insurance Underwriter as well as a guest speaker at various carrier events and workshops. He is a member of the Society of Industry Leaders. He welcomes feedback at jdesmarais@norvax.com

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