The insurance industry is one that can make for a rewarding career since you are there to help people who are in need of help. However, some insurance agents let greed overwhelm them and end up compromising themselves and their clients. In order to be the best insurance agent possible, here are three things you should NEVER do as an insurance agent:

Don’t Create Delays

If you’re part of a small insurance firm, your clients will understand that there might be some setbacks that affect when their requests get processed and other matters. However, a pattern of delays causes people to distrust your business. Delays make you look like you’re trying to deceive or trick your client. You need to stay organized, so you don’t lose paperwork or evidence. Don’t take on more clients than you can handle at a time, as it wouldn’t be fair to anyone if you were pushing yourself to unreasonable extremes in an effort to satisfy all their needs. 

Don’t Use Intimidation Tactics

Insurance agents who pressure their clients to take out certain policies aren’t insurance agents. They’re bullies, and they don’t deserve anyone’s business. You can sell without having to use shady tactics that make clients feel like they can’t say no. The best insurance agents are able to make sales because they’re honest, straightforward, and truly want the best for their clients.

Don’t Overpromise And Underdeliver

You might be an insurance agent who wants the best for your clients to the extent that you don’t want to tell them anything that doesn’t sound like good news. The trouble with this is that you might have to come clean and end up looking like the bad guy by default. You need to know all your policies in and out and be able to answer all of your clients’ questions truthfully. They might not always like exactly what you have to tell them, but it’s ultimately for the best if you give it to them straight.

As an insurance agent, it’s your duty to create a good relationship with every one of your clients. You need to show that you’re worthy of their trust and continued business, and when you do this, you earn their loyalty. Consider what you would want from your own insurance agent and emulate those traits as best you can. This will help you more effectively do what’s most important: helping people!

Become a better, more effective agent by joining the Independent Life Insurance Agent Association? See how we can help you make a difference here.