Agency Performance Partners

AppX Retention Online Course

INSURANCE AGENCY E-COURSE

AppX Retention

proactive

RENEWAL REVIEWS

Every insurance agency wants to grow, right? We all know growing insurance agencies are all focused on keeping as many clients on the books as they can. When you can drive retention, every single new client sold becomes more valuable to the insurance agency. However, too many agencies don’t have a strong plan on how to strengthen retention. Also, more insurance clients are price sensitive and craving speed. The traditional methods aren’t working to keep clients happy. That’s why I created this course. 

AppX

retention

PROACTIVE RENEWAL REVIEWS

How to reach out to clients once per year for a formal insurance review.

THERE’S JUST ONE PROBLEM

No one has given your team a clear plan with scripts, objections and when to ask.

MORE SPECIFICALLY, MAYBE THESE FEARS, UNCERTAINTIES AND DOUBTS HAVE GOT YOU PARALYZED:

  • There is no time 
  • Training is costly
  • No consistency
  • Little buy-in
  • There is no plan
  • Small bursts haven’t worked 

STEP 1

coffee.

cup

STEP 2

relax.

YOU HAVE A PLAN

Hi Agent!

I’M KELLY DONAHUE-PIRO

owner

I worked a summer job as a bank teller to pay for college. I realized that my co-workers weren’t taking advantage of incentive $$ by cross selling products. I started spending time learning how to sell since my bank had no training program for front line employees. Insurance was one of those products.

In 2000 I was still working at the bank. The executives loved me, and my co-workers hated me. I proved they could cross sell but weren’t. I toned down my sales skills to be accepted and missed key career opportunities as I was graduating. I got my first job out of college and realized again that many small businesses had no sales and marketing strategy. I had to figure it out on my own.

The mortgage crash found me unemployed. I was recruited back into insurance by a tech company that was also making the switch. We were pioneers in digital marketing for agents. We found that agencies were not equipped to convert a web lead effectively. I led the client management group that coached the agents in transforming. I worked with over 700 agencies in 6 years.

In 2014 the company I was working for was getting sold to Zywave, but I’d found my calling helping install systems into agencies to help them become ridiculously amazing. We have worked with over 1,000 agencies in the US and Canada. 

IF YOU WANT TO GET PROACTIVE ON YOUR SMALL COMMERCIAL & PERSONAL LINES RENEWALS

I HAVE GOOD NEWS FOR YOU...

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...you can with a plan

IT’S EASIER THAN YOU THINK

SPEAKING FROM EXPERIENCE

I know YOUR AGENCY CAN:

  • BOOST RETENTION
  • CROSS SELL CUSTOMERS
  • IMPROVE COVERAGES
  • REDUCE REMARKETING
  • PROACTIVELY FIND E&O ISSUES
  • GENERATE ADDITIONAL REFERRALS
  • FIND MORE TIME IN EVERYONE’S DAY
owner

Ridiculously Amazing Agencies Outlast The Suck Of Change

— Kelly Donahue-Piro

OVER MY CAREER, I’VE LEARNED THAT THERE IS A STRATEGY TO SUCCESS

That’s Why I Created

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APPX RETENTION

proactive

RENEWAL REVIEWS

E-COURSE

Are you sick and tired of seeing good clients depart or hearing your team be overwhelmed with too many insurance requotes? It seems like everyone is working harder than ever but you just aren’t seeming to grow the way you want. You agency needs a different approach that engages the team and gives them a clear plan with expectations. Calling every client annually for a renewal review call is something that they’ll actually look forward to. This changes everything!

HERE’S WHAT YOU’LL LEARN

Lesson 1

LESSON 1

Why AppX Retention

Learn how important it is to bring your services to your clients rather than waiting for them to call you with a question or a problem. 

lesson 2

LESSON 2

Pre-Call Checklist

This is where we reveal the back bone of the program – the pre-call checklist. This ensures everyone is preparing for the call uniformly and hitting the same points during the review. 

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LESSON 3

Making the Call

We review how to leave a powerful voicemail that gets returned and our email and text messaging templates. 

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LESSON 4

Perfect Renewal Call

This is where the magic happens. We explain how we control the conversation with the client and conduct a formal review that is about coverage and not rate. 

Insurance Sales 5

LESSON 5

Time Management

Starting something new is hard, and when you first get started it’s the HARDEST. We give our tips for weathering the first 60 days until it gets way easier. 

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LESSON 6

How to Handle a Rate Increase

Rates will change. We want your team prepared to handle a client whose rates have increased by empowering them with a plan. 

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LESSON 7

Remarketing

We provide your team the best strategy for a client that should be remarketed.

Insurance sales 8

LESSON 8

Coverage Increases

As part of the process we want to educate clients on the coverages they need and allow them to make the best decision for their family or business. 

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LESSON 9

Cross Selling

Every client should know all the policies you can help them with. But too often, clients aren’t aware they can have one agent to save them money and make their lives easier. 

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LESSON 10

Referrals

Every time we interact with a client it’s an opportunity to impress them. Let’s use renewal review calls to show our value.  

HERE’S WHAT'S INCLUDED

  • 10 LESSON COURSE
  • WORKBOOK
  • SCRIPTS
  • ROLE PLAY VIDEOS
  • MANAGER SECTION
  • QUIZZES

YOU PAY ONLY

$245/month

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THE CONSERVATIVE TOTAL VALUE OF THE PROGRAM FOR YOUR INSURANCE AGENCY

$10,000

EXCITED TO GET STARTED?

Here’s how:

 
  • Say YES to your agency and click the “BUY NOW” button anywhere on this page.
  • If you don’t already have an account with us, you can create a new account with your email address. You’ll have immediate (and forever) access to login and have 24/7 access to all modules and learning materials.
  • You’ll start the process of becoming Ridiculously Amazing!
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REMEMBER, THIS COURSE WAS CREATED FOR INSURANCE AGENCIES JUST LIKE YOURS.

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THIS E-COURSE IS perfect IF YOU'RE

LOOKING TO GROW YOUR AGENCY ORGANICALLY WITHOUT SPENDING THOUSANDS ON MARKETING AND LEADS. IF YOU KNOW YOUR INSURANCE AGENCY NEEDS TO UPGRADE ITS CUSTOMER EXPERIENCE, THIS COURSE IS FOR YOU!

YOUR INVESTMENT TO BECOME

Ridiculously Amazing

WITH THIS COURSE!

NOW IT’S TIME TO MAKE A DECISION.

YOU CAN DO NOTHING, AND BE EXACTLY WHERE YOU ARE NOW ONE YEAR FROM TODAY. OR, YOU CAN HOP ON BOARD FOR ONLY $245 PER MONTH AND GIVE YOUR AGENCY THE PLAN IT DESERVES.

If you want a ridiculously amazing agency, then yes, it’s for you. But remember, businesses don’t build themselves. If you’re willing to watch the entire course and put time and effort into implementing your new knowledge with your team, you’ll have the tools you need to succeed. Simply put, you have to put in the work.

Our goal is for you to see an increase in retention, cross selling and coverage improvements. In time you should see a reduction in your team’s stress level and the number of remarkets.

Once you purchase the course you will be emailed instructions on how to set up your account and log in. Be on the lookout!

Each lesson has a defined time when you log in. Generally they are 10-15 minute lessons. 

If you’re not happy, we aren’t happy! Reach out to us so we can understand your concerns and work out a solution. 

It never seems like a good time to do anything. Everyone is busy, and you are always stretched too thin. The story is that we are all waiting for the perfect time to install the strategies we need to have the time to best deliver for our customers. You may be thinking “if I do one more thing there will be mutiny” or you may have tried things before and there was no buy-in, so what’s different now? I’ve been through this same story with hundreds of agencies, and the reality is there is a cost to doing nothing. The other harsh reality is that it will only get worse unless a plan is put in place to run the agency rather than have it running you. I’ve learned the best time to do anything is right now. You can always put off the work and hope it will get better, but we all know hope is not a strategy.

 

The Agency Performance Pack also includes AppX Sales, AppX Time Management and our Quarterly Course Additions!