Looking after your clients and yourself

When you work ina field that depends on having positive relationships with a  wide range of different clients, the most important thing is looking after those relationships and ensuring they always have a positive outcome, both for the clients themselves and for you. There are so many different ways to do this. Some people like to enjoy regular meetings in person with their clients, such as taking them out for lunch, while others prefer to check in with a regular phone call or even a simple email based relationship if that’s what works for both parties.

When it comes down to the nitty gritty organisation of looking after your relationships, using insurance crm software can be an incredibly effective way of ensuring all your client relationships are effectively and happily managed and can also help you avoid any embarrassing mix ups or slip ups as all your information is stored for you in an easy to navigate database – plus, it makes it so easy to resolve problems when all the data is so easy to find. One thing I really appreciate about using crm software is that it helps you keep your client relationships moving forward and ensures that no leads are 

But what else goes into having successful client relationships is ensuring you’re putting enough time into yourself. Nobody enjoys working with someone who is burnt out, unhappy, and unable to give their best to their clients – just as much as nobody enjoys actually being burnt out, unhappy, and unable to do their best work. You can’t pour from an empty glass as they say, so always make sure that you are looking after yourself first. Health is so important, and it looks different for everyone. For example, if you have the goal of trying to lose weight, you might want to focus on a low carb programme like Wio that helps you to keep to your goals in a healthy way. Alternatively, perhaps you feel like you’ve been drinking too much lately in order to cope with the stresses and strains of life and want to do a liver cleanse to detox and start feeling like your best self again. There are so many ways to take care of yourself, inside and out, and it’s so important to do so so you can be your best self for the clients you value so much.

Hopefully, you came across this article on a day where you feel like you might have pushed yourself just a little bit too hard, and you needed someone else to tell you to take the night off. Well, it is okay – now go and do something cleansing. You might want to pop your favorite show on Netflix, run a hot bath, or go for a long run to let off some steam. It’s important to take time for yourself to do the things you love so you can be recharged and have more to give your family, friends and work. I hope these tips give you some inspiration for ways to recharge.