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Posted on April 10, 2023 by Kelly Donahue Piro

Here is the reality. How you launch renewal review calls with your team is just as important as making them. Like selling a new lead, you need to identify their core pain points and connect clearly how these calls can make a huge difference to their lives.

Before we outline how to launch renewal review calls, this is how not to launch renewal review calls:

  • Email the team the news (this is when you need a bulletproof vest)

  • Mandate reviews, walk away and check in a month later, and be shocked that they aren’t made

  • Ask the team to try reviews (this seems temporary or optional)

  • Get in a meeting and make it seem wild and hard

In order to earn your team’s buy-in on renewal reviews, you have to show others you believe and support it. This, for a leader, means:

  • Being abreast of the metrics (knowing the average number of calls)

  • Appointing a Beta Tester (letting someone else work on the kinks)

  • Discussing with other agencies/listening to podcasts from people who have accomplished this

  • Knowing the game plan and writing out the process

  • Having regular weekly meetings to check in and understand what is working, and troubleshoot solutions

  • Being prepared to track renewal review calls

  • Having an incentive plan to celebrate doing something hard

  • What NOT to do when launching a renewal review call process.

  • Grab our Personal Lines Renewal Call Checklist

  • Get 15% off our renewal retention course to help guide your team through a proven process.

MORE RESOURCES FOR YOUR TEAM TO MAXIMIZE:

  • Want to further your insurance agency? Grow with us!
  • Everything from scripts and templates to on-demand courses to merch, our online shop: APP Online Shop

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agency performance partners, therese potter, stephen harrington, kelly donahue piro, stephen harington descoteaux,kelly donahue, insurance consulting