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3 thoughts on “52 Account Rounding Tips from Your Favorite Insurance Consultant

  1. Great Tips. A lot of CRS’s hate the idea of selling and these tips are great for getting them past the barrier of selling and that they are helping and protecting their customers.

  2. AWESOME list Kelly.

    Adding an umbrella policy can increase retention by up to 4 yrs.
    Add a life policy and it retention increases up to 10 years.
    And by simply offering an annual review, retention increases by up to 17%.

    New business is always important, but for many agency owners account rounding may provide the biggest opportunity for growth. (when factoring the retention Improvements)

    Shameless plug: If you are looking to help boost the cross selling activities of your staff please check out our service:

    There’s 40+ videos that your staff can send to clients and prospects when quoting & cross selling.

    It’s a simple way to boost the productivity of your staff. (and CROSS sell more !)

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Our agencies tell the story

“Kelly had some awesome tips and is very knowledgeable on the subject. Love how she is also very down to earth and easy to talk with!”

Lindsey Hamm

Welsh's Insurance Agency

“I think this process was very beneficial and I think we are in a position for a very strong year and the future is very bright. I was able to take account of myself through our interviews and discussions and have found many areas in which I personally need to improve. You have also given me a sense of direction going forward to be a better boss, person and mentor to our staff.”


Preferred Insurance Center

“Great to work with ! Very understanding of the initial frustration and trained/encouraged us on how to handle the change in work processes.”

Kelly Nielsen

Customer Service Agent
Sheets, Forrest, Draper

“I feel your visit to our agency was very beneficial. For me, it was like a therapy session and the Amnesty Day was a great idea. I feel refreshed and I have a much better attitude. The attitude of the entire agency has improved immensely. I think we are striving to work more as a team. We are trying to be more encouraging to each other and to applaud each other’s accomplishments. Thanks for being a nice, caring person!”

Phyllis Buening

Preferred Insurance Center

“We are so grateful for you and all you have done to help our agency and our team. We are all now part of the big picture and it has changed the whole dynamic for the better. APP Rocks!!!!!”

Maegan Burbank

Insurance Specialist

“I want to thank you for stopping by the office, evaluating, listening and hearing us. I feel like the mood of the office has improved 100%. I also feel appreciated. We will have some hurdles to overcome, but I think we should get through them. The Tigger has been passed around a bit.”


Account Manager
Preferred Insurance Center

“I’m glad you came out to talk to all of us. It seems to have helped the attitude in the office. Still have our moments, but much better. Dan has improved, also. He seems to be listening to us more and getting our input. Thanks for your help.”


Account Manager
Preferred Insurance Center