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Colorado Affordable Health

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April 2, 2023

Meeting with Clients

Meeting with Clients

by Eric Smith / Thursday, 14 June 2012 / Published in Applications, Individual Health Insurance

I meet in person with the vast majority of my clients, most often in my home-office, but occasionally in their homes as well.

Most health insurance agents never see their clients in person, but rather deal with them over the internet or on the telephone. This has never worked for me for a number of reasons.

* There are some complex concepts involved with health insurance and I have found it difficult making them understood when I am not physically with a person.

* I find most clients prefer having an in-person relationship with their agent; it is a matter of building trust.

* The part about my job that I enjoy most is meeting with clients. One certainly gets to know someone quickly when you are talking about their health insurance.

* Since I am a poor typist, and anything to do with health insurance involves filling out forms, I am able to enter the information by hand on forms when the client is sitting right their next to me.

I am fortunate that my home-office is located in an easy-to-get-to location in downtown Boulder.

Additionally, working with clients out of my home gives me an additional incentive to do a good job for them, THEY ALL KNOW WHERE I LIVE.

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Tagged under: 2012, Individual Health Insurance

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