Performance Training & Adds Ons: AppX Retention PDF Call Sheet Edits

Description

Need to Update Your AppX Retention Call Sheets?

Need help with your custom AppX Retention Call Sheet PDF Edits? If we created a custom PDF for your agency’s AppX Retention proactive renewal call program, we can help. The call sheet is the backbone of the renewal review call program. Over time you will need to make modifications and edits to the call sheet to keep it relevant for your team. We are here to help in the event that you need additional edits to the call sheet over time.

Making edits for your agency is easy. We have a simple form that you can complete which includes matching videos to help walk you through the steps of the call sheet. We have three call sheets we use for the AppX Retention program:

Personal Lines Call Sheet

Farm Lines Call Sheet

Commercial Lines Call Sheet

Layout of our AppX Retention Call Sheets

Pre-Call Preparation

First, we start with pre-call preparation. This is a good time to confirm contact information and clean up any necessary data in your management system. If you need to clean up any data in your management system, put it here! The form is also a smart form, and the responses that you put on the top of the form will transpose to the call portion. If any of your team members or agency standards change, contact us for a form update.

On the Call

Next, we go on to the script for the call. You will see that there are scripts built into the call sheet. If you would like to change any of the wording or add any questions, contact us for an edit. Over time you may want to include additional questions to help fuel additional cross-sells or updated information.

Remarketing

We then go to the remarketing section which walks an account manager through the questions to ask if a potential remarket comes up. The questions are designed to help reduce remarketing and re-shopping accounts. You want to configure this area to have remarketing qualifying questions to help your team decide if a remarket is warranted or they need to re-review discounts.

Gratitude

Lastly, we wrap up with gratitude, referral campaigns and documentation.