Why reviews matter
Clients' lives change: new cars, new homes, new jobs, new family members. If their coverage doesn't change with them, they may be underinsured or overpaying. Annual reviews catch those changes and show clients you're paying attention.
Prepare with AI
Before each review, summarize the client's current policies in a few non-sensitive lines and ask AI to suggest questions to ask. For example, a client with auto and renters insurance might be asked about plans to buy a home, new drivers in the household, or valuable items they've purchased.
A standard review agenda
Ask AI to build an agenda you use every time:
- Life changes since last review
- Current coverage summary
- Possible gaps or overlaps
- Discount opportunities
- Questions from the client
- Next steps
Explain options clearly
During the review, you may need to explain different coverage options. AI-prepared explanations help you describe trade-offs in plain language, like the difference between a higher deductible and a lower premium.
Follow up in writing
After the meeting, use AI to draft a recap of what you reviewed and any changes the client wants to consider. Read it carefully before sending.
Schedule the next one
End every review by setting a reminder for next year. Consistent reviews turn one-time buyers into long-term clients.
Want This Set Up For You?
AI Business Growth configures ChatGPT, Claude, and simple automations for service businesses, then trains your team to use them. Start with a free evaluation, or see how we approach AI for insurance agencies.
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