How to be an Advisor For Your Clients: Jordan Porteous
Today on the podcast, we sit down with Jordan Porteous, an agent with Goosehead Insurance! On today's episodes, we talk about the importance of being an advisor for your clients and ensuring that they have a wonderful customer experience. Jordan also discusses main things that people should focus on when choosing their insurance & common misconceptions that people have about homeowner's insurance.
There are many mistakes that can be made when it comes to choosing the right insurance, but listen at 3:27 to hear what Jordan believes to be the biggest mistake.
It is a common misconception that the most important aspect of your insurance policy is your rate. However, Jordan reveals the 3 main categories that are most important to focus on when selecting insurance at 3:56.
At 5:21, Jordan explains why it’s so important for real estate professionals to have a strong relationship with their insurance provider, and how it can be a value-add to for your clients! Clients look to their agent as an advisor. When an agent is able to give recommendations and referrals to people or companies that they know will serve their client well, that ability sets them apart from other agents.
“Why do you make a solid recommendation to title or mortgage? It’s the same for insurance.”
Jordan talks about the benefit of going through an agency lie Goosehead rather than through some of the larger carriers at 15:54.
At 19:15, Jordan reveals some more common misconceptions about homeowner’s insurance. Tune in to this part to learn more about some things that aren’t covered and the types of questions you should be asking when choosing your homeowner’s insurance policy. Jordan talk about common homeowner’s insurance claims at 31:55.
Being selective and making informed decisions is so important when it comes to insurance. People never think that something bad will happen to them, but it’s important to have the right coverage in the event that something does. There are various reasons why you should have a close relationship with your insurance provider . Not only will may this help you make informed decisions for your personal benefit, but especially within the real estate industry, being able to give your clients a solid insurance provider referral will increase your level of service and the value that you have to offer.
We learned so many valuable things from Jordan, and we can’t wait for you guys to listen!