• Brookelle Hunter

The 8 Step Cycle for Implementing a Lucrative Customer Insurance Review Program

Updated: Mar 30

If you’re unfamiliar with the process of implementing a fundamental, systematic customer insurance review program, it can be unclear what steps to take.


Today let’s focus on giving you a clear, high-level overview of what a customer insurance review program actually looks like.

Insurance agent and office manager sit to review their appointment setting/customer review process.

To make your program successful, we have identified an 8-step process for you to follow with each customer in your book of business that you will repeat each year.


Here's a simplified version of the process:

  1. The first step is to set up an appointment for the customer insurance review meeting

  2. Then, a week or two before the meeting, send your customer a needs assessment worksheet to prepare for the meeting

  3. Within the week of the meeting, create a working file for the customer where you can keep notes and important documents

  4. Take the steps necessary to prepare thoroughly for the meeting - review the needs assessment and the current policies your client has.

  5. The day before the meeting, give the customer a reminder call.

  6. Conduct the customer insurance review meeting.

  7. Immediately after the meeting, take the steps necessary to complete all action items that were identified in the meeting.

  8. 1 week after the meeting, follow-up with additional information and bring up new policies to sell to your client.

And that’s it! These 8 steps should be followed consistently year after year.


After your customers have been through the process a couple times, they'll start to expect it and the meetings will become even more seamless and lucrative for your agency.

Infographic illustrating the 8 step cycle to a successful customer insurance review program.

What's the hardest thing about implementing a customer insurance review program in your agency?


Let us know in the comments below and we can address it!


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