How to Help Prospects and Clients Access Their C.L.U.E. Report

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I’ve been in the insurance industry for a very long time. For most of that time, I’ve understood the importance of the C.L.U.E. report for generating a final and bindable premium for a new homeowner or automobile policy.

LEXIS-NEXIS CLUE Report

I’m embarrassed to say that I didn’t realize until recently that any consumer (not the agent) can order a copy of their C.L.U.E. report directly from LEXIS-NEXIS.

How To Access Your C.L.U.E. Report

The process is simple. The steps are:

  1. Go to https://personalreports.lexisnexis.com/
  2. At the very bottom of the page click on “Insurance Reports.”
  3. On the next page, under Order Options, select “Both Reports.”
  4. Click on “Order Now.”
  5. Follow the next steps to verify your identity. I had to go through the verification process a couple of times to be able to answer the verification questions correctly.

Once you complete the order process, you will receive a letter in the mail with your C.L.U.E. information.

Many people don’t recall claims they have had in the past. This may result in quotes being understated and it also may result in underwriting declinations. It’s very important to have as much information as possible when first engaging with a prospect as this will bring efficiency and a greater chance of successfully placing the account.

I recommend that you include this tip in your communication with your existing clients, as well as talk about it with potential prospects. It is simply another example of the service and advice you can provide as an independent agent, which no other direct-to-consumer website that I know of helps with.

Thanks to Joe Totah at RiskLookUp for finding this information.

What other tools are you using that help prospects better understand their insurance information?

Please note: I reserve the right to delete comments that are offensive or off-topic.

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