Success Stories - Secure American Insurance

MIKE JACKSON FEATURE

The flexibility offered by Secure American Insurance has allowed Mike to create a better work-life balance. He can now attend his daughter’s volleyball games, travel with his family, and work remotely from exotic locations like Mexico and Russia.

work together to come up with the best possible solution. I also believe it’s important to communicate in simple terms because there are a lot of terms that confuse people. Instead of ‘premium,’ just say ‘cost,’ for example. Talking to clients in a way they understand and making them feel valued brings them closer to you. This helps build trust and stronger relationships with them.” 4. Leverage technology: Mike has embraced digital tools to streamline his work processes. He uses Secure American Insurance’s operating system to manage client information and documentation efficiently, allowing him to serve clients better and work from anywhere. “It’s beneficial to get extremely familiar with Secure American’s operating system,” Mike said. “It’s where we input all our —continued on page 24

easily recognize, and avoiding jargon and complicated terminology. He meets clients in casual settings, such as a local coffee shop, to reinforce the contrast between his personal touch service and the impersonal robotic service other insurance companies deliver. He presents himself as a fellow consumer working alongside them to address their needs. “How many times have we tried calling our insurance, mortgage, or bank companies only to get automated machines?” Mike said. “It takes forever to reach someone, and even then, you feel like a statistic. Talk to people like they’re people, not just another number. I strive to be empathetic when dealing with my customers’ concerns, especially regarding costs or procedures. I want people to know I understand their frustrations, that I have the same problems, and that we can

2. Focus on client retention: Mike prioritizes maintaining relationships with existing clients over constantly chasing new business. “We’re being proactive, letting our clients know that their rates are going to go up before it’s time for renewal,” he explained. “It helps when they hear from us first rather than them calling us upset after the fact. This keeps them from shopping around.” This proactive approach has helped improve his retention rates, especially during times of industry-wide rate increases. 3. Humanize interactions: Mike’s approach to client service is rooted in empathy and clear communication. He emphasizes the importance of recognizing the person, showing genuine compassion rather than being dismissive towards their issues, using language that clients can

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