WE KNOW YOU CAN:
- REDUCE REMARKETING
- INCREASE CROSS SALES
- FIND MORE TIME IN YOUR DAY
- IMPROVE CUSTOMER SATISFACTION
- BOOST RETENTION
- FIND COVERAGE IMPROVEMENTS
How to Have Rate Increase Conversations
Are you seeing your insurance team remarket your book away all because they have never been trained on how to have the conversation around rate? We know clients are more price sensitive than ever and their customer experience demands are high. But what almost no insurance agency understands is how to have a conversation around insurance rates without remarketing the account. Rates will go up and down – this is a given. Insurance agencies need to have a plan and training for their team on how to handle rate concerns. This can happen when your team has a process and training to help them have the conversation around insurance rates and decrease remarketing.
How to Have the Conversation
Reduce Remarketing, Save Time, Build Loyalty, Boost Retention
This E-Course Will Show You How To…. How to have a conversation with insureds about insurance rates and provide them options that empower them to make the best decisions for their business and family.
HERE’S WHAT YOU’LL LEARN
We break down the common concerns around insurance rates from the view of the agency, the team and the insured.
The reality is you personally did not increase the insurance premium. It was the carrier or the client. We review what your role is in rate increases.
Generally in insurance agencies there are three ways they handle rate increases. We review the best practices of a reactive model, being proactive with a rate trigger and a 100% proactive model.
You have three tools to reduce remarketing: finding the cause, discount review and agency standards. We dive into how to maximize each tool for your success.
This is where we show your team how to lean into the conversation around rate rather than jumping into a remarket.
Just because it’s requested doesn’t mean you have to remarket someone. The reality is the client needs to meet the agency’s standards. We review how to professionally decline a reshop and retain the client.
There are times when a remarket is justified. However, we want to rise to the occasion of upselling and cross selling as part of the process.
We don’t want you to think all remarketing is bad. It’s not, but remarketing too many accounts is dangerous. We review the times remarketing is good vs. bad.
WHAT'S INCLUDED in
- 8 LESSON COURSE
- ROLE PLAY VIDEOS
- MANAGER SECTION
THIS COURSE IS perfect IF YOU'RE
- Need a better process for handling insurance rate conversations
- Want to empower your team with the best training on having confidence in conversations around insurance rates
- Wasting time reshopping personal and commercial accounts without a strategy
THIS IS THE COURSE TO DEMONSTRATE HOW EASY IT IS TO HAVE A CONVERSATION ABOUT INCREASED INSURANCE RATES.
EXCITED TO GET STARTED? WE THOUGHT SO!
- 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!
YOU CAN DO NOTHING, AND BE EXACTLY WHERE YOU ARE NOW ONE YEAR FROM TODAY. OR, YOU CAN HOP ON BOARD FOR ONLY $995 AND GIVE YOUR AGENCY THE PLAN IT DESERVES.
NOW IT’S TIME TO MAKE A DECISION.
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 your team to reduce remarketing by 25% over 6 months. This should free up 1 hour per remarket!
Once you purchase the course you will be emailed instructions on how to set up your account and log in. Be on the look out!
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 that if you 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?
We’ve been through this same story with hundreds of agents, 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. We’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.