How to not suck at keeping clients? When I first got into insurance, there was a running theme. You were either a sales shop or a service shop. Let me tell you they both had opinions on each other!
I slowly learned that the best agencies paid attention to both – because good service leads to referrals and the right new business sales lead to higher retention. It wasn’t one or the other but clarity on both.
Top reasons, we find at APP, that retaining clients is harder today:
✅ Agencies Try to Sell & Service Everyone
✅ Competition Is Fierce
✅ There Is Not Enough High-Quality Customer Service Training
✅ Tracking Your Customer Experience WAS Overly Complicated
✅ Tracking Insurance Retention is Difficult
We’re Agency Performance Partners; APP is your insurance agency’s best friend when it comes to training, strategies, brutal truth & tough love that’ll grow your agency with hugs & high fives along the way….just like a BFF.
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