fbpx

Agency Performance Partners

GROWTH CAN COME FROM YOUR CURRENT CLIENTS

When you have a renewal review strategy

Agency Retention Will Help Your Agency:

  • Get proactive rather than reactive
  • Cross sell your clients
  • Boost retention
  • Increase coverage
  • Reduce remarketing
  • Find referrals
  • Improve team morale
  • Find potential E&O issues
  • Address clients with below agency standard coverage
  • Build a relationship with clients
  • Create a client experience

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

Month 1

ONBOARDING

What we know in advance we can plan for in advance. That is what we do the first month to set your agency up for retention success. 

  • Kick-Off Call
  • Welcome Kit
  • Telling Your Team
  • Reporting & Management System Set-Up
  • Review Call Sheet
  • Incentives

Phase 1 (Month 2-4)

MAKE THE CALLS

The first step of becoming proactive is to get the team to make the calls. We cannot optimize calls that are not being made. Many teams need help for the first 60 days settling into the new routine and fitting it into their workday. 

  • Custom Renewal Review Call Sheet
  • Leaving a Response Generating Voicemail
  • Steps to a Great Renewal Call
  • Time Management to Make Calls
  • Sample Renewal Call Review

Phase 2 (Months 5-6)

OPTIMIZING CALLS

Now it’s time for us to listen, learn, and be onsite at your agency! The first few days, we assemble all that we’ve learned about you, your agency and the team. Then we build your agency’s plan to achieve your vision. We call this, Agency 2.0.

  • Handling Rate Increases
  • Remarketing Strategy
  • Coverage Improvements
  • Cross-Selling
  • Referrals


PRICING

$245/MONTH

Do It Your Self Model

Our Agency School includes everything you need to launch ALL APP programs with your team. Use our materials, content and videos to provide your team the tools they need to hit the agency’s potential. New trainings are added every quarter and you can cancel anytime.

  • Launch Guides
  • Management System Set Up (AMS360, Epic& Hawksoft)
  • Video Training
  • Workbooks
  • Quizzes
  • Scripts
  • Bonus Sections
Current Courses Include: Agency Retention, Agency Efficiency, Agency Sales, Commercial Sales, How to Hire, How to Cross Sell, Reducing Remarketing, Plan & Execute Building Your Agency Roadmap

$2000/MONTH

6 Month Live Zoom Training

Get a coach to help your team succeed on the Agency Retention renewal strategy. We personally walk you and your team through launching, maintaining and optimizing renewal review calls. Get the benefit of our experience with the ease of virtual coaching. 

  • Customized Agency Set Up
  • Weekly Reporting
  • 1/2 Day Launch Training
  • Bi-Weekly Video Team Coaching
  • Access to the Agency School
  • Printed Workbooks & Graduation Gifts
  • 1/2 Day Optimization Training 
  • Access To Performance Partner 
 
 
 
 

$3000/MONTH

6 Month Onsite/Zoom Training

Nothing beats being in person fully focused on training. Our live programs has two training days built in over 6 months to help you launch and optimize the program. We will be in person with your team in month 2 and 4 to ensure your success. 

  • Customized Agency Set Up
  • Weekly Reporting
  • Full Day In Person Launch Training
  • Bi-Weekly Video Team Coaching
  • Access to the Agency School
  • Printed Workbooks & Graduation Gifts
  • Full Day In Person Optimization Training 
  • Access To Performance Partner 
 
 
 
 

LET’S CONNECT!

If your agency needs a hug, cheerleader or accountability partner that’s what we do!