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[13 Aug] Insurance Retention Series #1: 5 Tips to Improve Customer Retention

We all know that retention in an insurance agency is vital for both growth and profitability.  Somewhat surprisingly, most insurance agencies do not share their retention numbers with their staff.  In fact, we have found that 87% of service staff do not know their retention rate. Additionally, we have found few programs aimed specifically at […]

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[09 Aug] Ridiculously Amazing Insurance Podcast – Planning Ahead the Vacation Months

In today’s episode, we discuss the importance of planning for the holiday period ahead of time. Having a vacation policy and clear boundaries of when everyone gets their holidays avoids short-staffing during busy times at most agencies. Ask for vacation time early on and work out summer holiday working hours in April, not in June […]

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