There is no magic bullet or secret sauce to launching renewal review calls to boost your insurance customer retention. If there were, I would certainly own the market on it! This strategy is very, very traditional. It’s not revolutionary. This is actually how insurance was always run.

The difference is that technology, automatic renewals, and more have made our lives easier (and the goal was to spend more time with customers). Still, in today’s crazy world, we take care of the clients with problems and often forget the clients that are our most profitable.

Understand that anything new can be overwhelming, and work with it. Don’t force-feed the renewal calls, and give them the time they deserve to educate your team and provide them the tools they need to succeed. Telling someone to do renewal reviews doesn’t work. However, onboarding the team with new thinking can be successful over six months.

• What NOT to do when launching a renewal review call process.

• Grab our Personal Lines Renewal Call Checklist

• Get 15% off our renewal retention course to help guide your team through a proven process.

MORE RESOURCES FOR YOUR TEAM TO MAXIMIZE:

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