5 Ways to Cultivate a Lasting Relationship with Your Clients

Sept. 9, 2022

The relationships you create with clients are paramount to the success of your organization . Life insurance is a purchase that carries a weight heavier than most, and with that in mind, you must craft a relationship with your policyholders that is unique and long-lasting.

Whether you’re using scheduled policy check- ins, getting involved in the community or using online platforms to keep your clients engaged, building lasting relationships keeps your clients happy while keeping your business healthy.

To that end, we’ve created a list of five ways to cultivate lasting relationships with your clients , which we are breaking down here!

#1: Give them a personalized buying experience

Any customer, client or prospect likes to feel like an individual. That is especially true for anyone hoping to make a financial purchase. When it comes to life insurance, clients want to know that what they’re purchasing fits their needs and isn’t bloated with coverage they won’t benefit from.

When it comes to providing customized coverage, you’d be hard-pressed to find a product better than Quility Level Term (QLT). A proprietary product from our parent company, Quility, Quility Level Term gives your clients coverage that can be tailored to fit their financial needs. With coverage ranging from $100,000 up to $1 million, you’re sure to find an amount and term that fits your clients best.

By customizing your client’s purchase, you’re sure to give them a personalized experience that goes above and beyond their typical financial buys. This will help build a relationship with clients that goes beyond a simple monetary transaction.

#2: Policy check-ins

Selling life insurance is never a set it and forget it process. Taking the time to check back in on your policyholders is a great way to cultivate a healthy relationship while making opportunities for future purchases.

All it takes is reaching out to your existing clients to see how their policy is doing for them. Chances are, not a lot has changed since the coverage started, but eventually that will change. For instance, if you started your clients out with a term life policy that only lasted 10 years, by checking in with your clients throughout the years, you could help them roll that coverage into a whole life policy.

Policy check-ins are a great way to keep up with how your clients are feeling about their policies while keeping track of their financial goals as they evolve.

#3: Remember important events

Maybe an obvious entry on this list is remembering important events. Your clients want to feel like more than a person to sell a product to. A great way to make them feel like individuals is by remembering important events and dates.

Birthdays and anniversaries are almost par for the course when it comes to keeping up with clients, so try and think of events and dates that go above and beyond. If your client has children who are graduating, send a card to congratulate the family!

If you sold them a mortgage protection policy , it would be a good idea to send them something on the anniversary of their home purchase. You could even send them something to celebrate the anniversary of their policy purchase. The outreach doesn’t need to be something expensive, just something personal to your client.

#4: Be involved in the community

An excellent way of building relationships with your local clients is by being involved in the community . Everything from volunteering to hosting non-profit events is perfect for cultivating relationships with your existing clients while creating new ones with prospective clients.

You might consider hosting an agency event with the rest of your team to raise awareness about a local cause or come together for volunteer hours that impact your clients and community. It’s good for brand awareness, and it’s a great way to show your clients that your business involves making an impact.

#5: MyQuility

Through Quility, Symmetry agents also have access to a fantastic tool for boosting client engagement. MyQuility is an online platform that all Symmetry agents have access to. MyQuility goes beyond helping your clients protect families through insurance. Instead, this platform strives to support your clients through every facet of their lives.

A membership benefits platform, MyQuility offers your clients a list of benefits that save them money on everything from insurance and wellness to travel and everyday purchases. One small part of this platform is QuilityRx, which has already benefited our agents and their clients.


A component of MyQuility, QuilityRx is a prescription service that gives your clients access to affordable healthcare solutions, nationwide. Best of all, it’s completely free for your clients and very easy to enroll in.

Once enrolled, your clients can use your attached group number at over 35,000 pharmacies to find the cheapest prices on their medications. They’ll even have access to an online pricing tool that will show them where they can use QuilityRx and where the lowest prices are around them.

QuilityRx is just one example of how Symmetry agents can keep their clients engaged while cultivating lasting relationships.

Create relationships with Symmetry

Creating lasting relationships with your clients is crucial to keeping a healthy business while keeping your clients engaged. Whether you’re sending congratulations on a new addition or helping them find a policy that fits them best, taking the time to be personal with your clients is sure to help sustain lasting relationships.

Here at Symmetry, we have you covered with MyQuility and a list of resources that will help you keep your clients engaged and your relationships strong.

Symmetry Financial Group agents have access to high-quality life insurance, disability income insurance, critical illness insurance, and annuity products from more than 30 well-known insurance companies. This gives you the flexibility and reach you need to tailor plans to meet clients' individual coverage needs.

To learn more about how to begin a fulfilling career as a life insurance agent, contact us today .


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