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Agency Performance Partners

GROWTH CAN COME FROM YOUR CURRENT CLIENTS

...when you have a renewal review strategy

This is How This Course Will Help Your Agency:

  • Get proactive rather than be reactive
  • Learn to cross-sell your current clients
  • Boost retention
  • Increase coverage
  • Save time by reduced remarketing
  • Find referrals with ease & confidence
  • Improve team morale
  • Uncover lurking E&O issues
  • Address clients who have lower coverage limits
  • Build a relationship with clients
  • Create an experience clients value

LEARN MORE ABOUT OUR AGENCY RETENTION PROGRAM

GOAL

Agency Retention is centered around growth from your current clients. By proactively connecting with clients you earn the opportunity to grow your agency. 

  • 3% Point Retention Increase
  • 12 Month Coverage Increases Per Team Member
  • 8 New Monthly Proactive Cross Sells Per Team Member 
  • 30% Reduction in Remarketing Efforts
  • 20% Increase in referrals
  • 42%-53% Contact Rate 

WHY YOU NEED AGENCY RETENTION

Getting team buy-in on calling every single client once per year for a renewal review takes credibility. With APP installing this program in agencies across the United States and Canada we are skilled in how to get buy-in and get the team on board with this valuable strategy. 

6 MONTH TIMELINE

agency retention

Month 1

ONBOARDING

What we know in advance we can plan for in advance. That is what we do the first month to set your agency up for retention success. 

  • Kick-Off Call
  • Welcome Kit
  • Telling Your Team
  • Reporting & Management System Set-Up
  • Review Call Sheet
  • Incentives

Phase 1 (Month 2-4)

MAKE THE CALLS

The first step of becoming proactive is to get the team to make the calls. We cannot optimize calls that are not being made. Many teams need help for the first 60 days settling into the new routine and fitting it into their workday. 

  • Custom Renewal Review Call Sheet
  • Leaving a Response Generating Voicemail
  • Review Questions
  • Making Recommendations 
  • Concluding a Renewal Call & Referrals 
  • Call Documentation
  • Time Management to Make Calls
  • Sample Renewal Call Review

Phase 2 (Months 5-6)

OPTIMIZING CALLS

Now it’s time for us to listen, learn, and be onsite at your agency! The first few days, we assemble all that we’ve learned about you, your agency and the team. Then we build your agency’s plan to achieve your vision. We call this, Agency 2.0.

  • Handling Rate Increases
  • Remarketing Strategy
  • Coverage Improvements
  • Cross-Selling
  • Closing Cross Sales
  • Role Playing Videos
  • Scripts


PRICING

$295/MONTH

Do-It-Yourself Model

Use our materials, content and videos to provide your team the tools they need to hit the agency’s potential. Get access to all previous and new courses that are added every quarter. You can cancel anytime.

  • Launch Guides
  • Management System Set Up (AMS360, Epic & Hawksoft)
  • Video Training
  • Workbooks
  • Quizzes to reinforce lessons
  • Scripts
  • Bonus Sections

$2500/MONTH

6 Month Live Zoom Training

Our Performance Partners can help you and your team succeed with our renewal strategy. Get the benefit of our experience through the ease of virtual coaching. We walk through launching, maintaining and optimizing renewal review calls. 

  • Customized Agency Set Up
  • Weekly Reporting
  • 1/2 Day Launch Training
  • Bi-Weekly Video Team Coaching
  • Access to the Agency School
  • Printed Workbooks
  • Graduation Gifts
  • 1/2 Day Optimization Training 
  • Access To Performance Partner  

$3500/MONTH

6 Month Onsite/Zoom Training

The top agencies, with high-level goals, take advantage of our in-person training to stay focused. Our live programs have two training days built in over 6 months to help you launch and optimize the program. 

  • Customized Agency Set Up
  • Weekly Reporting
  • Full Day Launch Training
  • Bi-Weekly Video Team Coaching
  • Access to our Agency School
  • Printed Workbooks
  • Graduation Gifts
  • Full Day Optimization Training 
  • Access To Performance Partner