EPISODE · Jan 26, 2021 · 14 MIN
Saving clients with a price increase or non-renewal in 4 easy steps
from Planet of the Agents Insurance Podcast · host Dave Baker
--- 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.
What this episode covers
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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Saving clients with a price increase or non-renewal in 4 easy steps
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