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Valiant Insurance Services, LLC | CA #0E50735

Valiant Insurance Services, LLC | CA #0E50735

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Smart phone tips help you grow your client list

May 14, 2019

Use these phone tips as on-the-go insurance sales helps This month we’re offering insurance sales helps and tricks for agents that use one of your most valuable sales tools: your smart phone. Is your prospect cutting your call off after 3 sentences? It may not be your script. It may not be the buzz words… Read More

Categories: Agency tips Tags: Customer service, Sales & marketing tips

How can you improve your client’s insurance claim experience?

April 9, 2019

improve claims process

Easing your client’s insurance claim experience helps promote sticky customers Insurance producers may be sidelined when it comes to managing claims – but chances are, your clients don’t know that. And you can play a key role in helping their insurance claim experience goes more smoothly, not only satisfying your client but creating a sticky… Read More

Categories: Agency tips Tags: claims, Customer service

Is that new client looking to defraud you?

March 26, 2019

insurance fraud red flags

Insurance fraud: Red flags to help agents spot potential fraudsters Whether it is a false claim or one with exaggerated damages or injuries, insurance fraud is rampant. It’s enough to turn even a newbie insurance producer into a cynic of human nature. It slows legitimate insurance claims, increases premiums and, in some cases, puts innocent… Read More

Categories: Agency tips Tags: Incident reporting

Confined space safety tips for workers

March 12, 2019

Working in confined spaces such as ductwork, equipment housings, pipelines or storage bins requires safety practices to protect your employees. These are restrictive spaces large enough to hold a worker, allowing him or her to do the job temporarily, but has a limited entry or exit. It’s crucial to protect your employees by integrating these… Read More

Categories: Workplace safety Tags: Employee safety

Workplace accidents and best practices for incident reporting

February 19, 2019

workplace accidents and incident reporting

Wherever there are people – employees, volunteers, customers – there will be accidents. It’s the Murphy’s Law of life. For this reason, we’re providing you with a list of best practices for incident reporting. Even if you are a sole proprietorship, with yourself as the only employee, if customers visit your premises, chances are there… Read More

Categories: Workplace safety Tags: Incident reporting, workplace injuries

February insurance sales tips

February 5, 2019

Love your customers

LOVE those prospects and clients This month’s insurance sales tips are focused on helping you remove any bumps in your relationship with your prospects, from becoming a trusted adviser and customizing your sales presentation to the prospect’s personality type, to creating latent dissatisfaction in order to help a prospect move forward. 1. Be a trusted… Read More

Categories: Agency tips Tags: Sales & marketing tips
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