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Saving clients with a price increase or non-renewal in 4 easy steps

Being proactive in with your insurance agency clients can save you time, headaches, and help you retain your clients. Retention is a big part of the insurance industry, so make sure that you are focused on it.

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Summary

Being proactive in with your insurance agency clients can save you time, headaches, and help you retain your clients. Retention is a big part of the insurance industry, so make sure that you are focused on it.

First published

01/26/2021

Genres

business careers marketing

Duration

14 minutes

Parent Podcast

Planet of the Agents Insurance Podcast

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Episode Description

--- Remember to check out startamembershipclub.com to learn about helping your retention by offering more than just insurance ---

Being proactive in with your insurance agency clients can save you time, headaches, and help you retain your clients.  Retention is a big part of the insurance industry, so make sure that you are focused on it.  I have a simple 4-step plan that I like in situations when there is a major rate increase or potential non-renewal.  If you take steps early, you can make sure that you clients know that you are there for them.

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