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GROWTH CAN COME FROM YOUR CURRENT CLIENTS

...when you have a renewal review strategy

Agency Retention 4.0 Will Help Your Agency:

  • Get proactive rather than be reactive
  • Learn to cross-sell your current clients
  • Boost retention
  • Increase coverage
  • Save time by reduced remarketing
  • Find referrals with ease & confidence
  • Improve team morale
  • Uncover lurking E&O issues
  • Address clients who have lower coverage limits
  • Build a relationship with clients
  • Create an experience clients value

LEARN MORE ABOUT OUR AGENCY RETENTION PROGRAM

GOAL

Agency Retention is centered around growth from your current clients. By proactively connecting with clients you earn the opportunity to grow your agency. 

  • 3% Point Retention Increase
  • 12-Month Coverage Increases Per Team Member
  • 8 New Monthly Proactive Cross Sells Per Team Member 
  • 30% Reduction in Remarketing Efforts
  • 20% Increase in referrals
  • 42%-53% Contact Rate 

WHY YOU NEED AGENCY RETENTION

Getting team buy-in on calling every single client once per year for a renewal review takes credibility. With APP installing this program in agencies across the United States and Canada, we are skilled in how to get buy-in and get the team on board with this valuable strategy. 

6-MONTH TIMELINE

agency retention

Leadership Set-Up

GETTING ORGANIZED

We will help you set your renewal review call program up for success: 

  • Telling Your Team
  • Who Should Be In The Program
  • Take It From The Veteran
  • Incentive Ideas
  • Setting Program Goals
  • Agency Standards For Renewals
  • Handling Someone Not Making Calls
  • Getting Something From Every Call 
  • Coverage Knowledge Development
  • Program Set Up – When To Make The Review Calls
  • Program Set Up – Renewal Form Checklist Options
  • Management System Set Up
  • Agency Retention Management System Set Up Course
  • How To Earn Team Buy-In
  • What To Do If Your Team Gets Backlogged/Off Track
  • Auditing Your Teams Reviews
  • Renewal Review Call Scorecard
  • Renewal Review Process
  • PL Renewal Review Process
  • CL Renewal Review Process
  • Renewal Reviews for Support Staff & VAs
  • Renewal Reviews for Producers
  • Incase of Emergency Plan

Retention Philosophies

RETENTION BEST PRACTICES

Before we dive into renewal reviews – let’s get the basics down. 

  • What Are We Doing?
  • Common FAQ’s
  • Renewal Review Statistics
  • Retention Philosophies
  • Outline Of A Great Renewal Review
  • Common Renewal Review False Beliefs
  • Sample Renewal Review Call
  • Finding Time To Make Renewal Reviews
  • Why Retaining Customers Is Challenging
  •  
  • Why Renewal Reviews Benefit You, The Agency & The Client
  • Becoming Insurance Nerdy
  • How Retention Is Calculated
  • Why Clients Leave
  • Differences In Clients Who Call In vs. Us Calling Them
  • Overcoming Price Sensitivity & Boost Confidence in Covearge Increases
  • What To Do If An Account Is Written Inaccurately
  • The Truth of Remarketing
  • How To Make Cross-Selling Routine
  • Earning Referrals & Google Reviews From Renewals
  • How To Stop A Cancellation
  • Renewal Review Form/Checklist Best Practices
  • Program Life Cycle

Making Renewal Reviews

OPTIMIZING CALLS

These are the 10 steps to making a great renewal review: 

 

  • Lesson 1: Preparing, Making The Call, Voice Mail & Introduction

  • Lesson 2: Review Questions – Understanding Changes 

  • Lesson 3: Coverage Recommendation & Working Through Resistance

  • Lesson 4: Additional Line Recommendations & Working Through Resistance

  • Lesson 5: Handling Premium Discussions

  • Lesson 6: Discount Review

  • Lesson 7: Account Optimization & Call Conclusion

  • Lesson 8: Remarketing Strategy

  • Lesson 9: Presenting Your Cross Sale Quotes

  • Lesson 10: Presenting Your Remarket

 


PRICING

$295/MONTH

Do-It-Yourself Model

Use our materials, content and videos to provide your team the tools they need to hit the agency’s potential. Get access to all previous and new courses that are added every quarter. You can cancel anytime.

  • Launch Guides
  • Management System Set Up (AMS360, Epic, & Hawksoft)
  • Video Training
  • Workbooks
  • Quizzes to Reinforce Lessons
  • Scripts
  • Bonus Sections
Subscribe Now

Retention Program

Contact Us for Pricing

Agency Assessment + 6-MONTH Training

  • Launch Plan for the Team
  • 4-Hour Zoom Launch Training & 4 Hour Optimization Training
  • School Seats for the Team
  • Printed Workbooks
  • Bi-Weekly Team Zoom Coaching Calls
  • Weekly Tracking on Program
  • Tracking Guide for AMS360, Epic, & Hawksoft
  • Scripts
  • Training Videos
  • Quizzes
  • Incentive Plan
  • Bonus Content
Learn More

Live Small-Group Virtual Training

New Groups Start Quarterly

Get Interactive Live Training

$695 One Time Investment

Live, interactive virtual training for insurance professionals (10-week sessions, 8-15 students per class)

Videos, quizzes, and homework before attending sessions.

  • School Seats for the Team
  • Printed Workbooks
  • Office Hours
  • Weekly Tracking on Program
  • Tracking Guide for AMS360, Epic, & Hawksoft
  • Scripts
  • Training Videos
  • Quizzes
  • Incentive Plan
  • Bonus Content
Learn More
LET'S BOOK A CALL TO CONNECT