Never Lose a Client Again: The First 100 Days That Make or Break Retention

Send us Fan MailWhat if the biggest problem in your insurance business isn't lead generation?What if it's what happens after the sale? 👀Most agents spend all their time trying to get new clients...But what if the fastest way to grow isn't finding more customersIt's keeping the ones you already have.🎙️ In this episode of The Modern Insurance Agent Podcast, David sits down with bestselling author and customer experience expert Joey Coleman, author of Never Lose a Customer Again and Never Lose an Employee Again.Joey shares the proven framework that's helped businesses improve retention, generate more referrals, strengthen loyalty, and turn first-time customers into lifelong advocates.💡 Inside this episode:• Why 20–70% of new customers leave within the first 100 days• The 8 phases every client experiences after buying• How to eliminate buyer's remorse before it costs you referrals• Why most agents ask for referrals too early• Simple ways to build deeper client relationships• The difference between customer satisfaction and customer advocacy• How to improve retention without spending more on marketing• Why handwritten notes still outperform automation• How the same framework strengthens employees and teams• Small actions that create massive long-term loyalty⚠️ If you're constantly replacing lost clients instead of building lasting relationships...This episode will completely change how you think about growth.Because the businesses that win long-term don't just acquire customers.They create experiences people never want to leave.Connect with Us:🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcastJoin the Movement of Modern Insurance Agents!Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group