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Ridiculously Amazing Insurance Podcast – November 2019 – Poke the Sleeping Bear

How do we deal with client dissatisfaction? What are the main causes of it? How can agents lower their rates of detractors? These questions and more are answered this month, as we explore how to keep clients happy while managing your workload. 

This week we are joined by our wonderful guest, Torey from Rocket Referrals, to discuss his work and how we as agents can do better by our customers. We unpack how Rocket Referrals can be useful in your practice and how they actually save you time and energy cultivating customer service in the long run!

Torey is the master of getting customers to stay longer, engage consistently, and ultimately purchase more. He brings in the power of being personal to the forefront, using tools of transparency and small touches to keep people on board with you as an agent. Hand-written notes, avoiding mass communication, and focusing on the customer relationship can be what keeps a customer in your network for the long haul. 

Rocket Referrals ties directly into our newly launched AppX Time Management! Finally, public, we are looking to eradicate the word “busy” with our listeners and alongside partners like Torey. By clinging to being busy, we may deter customers and our busyness can ultimately get in the way of strong customer service. By being open-minded about clients and utilizing helpful tools like Rocket Referrals, it is possible to achieve greater customer retention over time. Apply lessons from today’s podcast to better your customer service practices as an agent! 

In this episode we will discuss:

  • What Rocket Referrals does and how they engage customers on a deeper level.
  • The price points for Rocket Referrals and how you can partner with them.
  • The main drivers of client dissatisfaction and how to mitigate them.
  • The launch of Apex Time Management and the Apex Retention Program. 

Learn more about Rocket Referrals by checking out!

Stay connected with the podcast!


Kelly Donahue Piro

Kelly Donahue-Puro is a game changer in the insurance industry. As the Founder and President of Agency Performance Partners and Co-Founder of the sister marketing company, Agency Appeal, she’s an in-demand speaker at regional and national insurance conferences and a social media and digital marketing trailblazer. READ MORE

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