When you think about calling every customer once per year for an annual review you may think – holy shnikeys that’s a lot of work. However, so is chasing your tail!
The trick is to think of renewal reviews as an opportunity – in reality, they are growth nuggets if we have the right mindset. If agencies can turn from looking at growth from new business to growth through the current book all the metrics can change.
By adopting a strong renewal review strategy your agency can experience:
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Reduced Inbound Calls
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Increased Retention
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Reduced Remarketing
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Increases in Coverage
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Account Rounding
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Cross-Selling
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Reduced E&O Exposure
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Updated Contact Information
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More Referrals
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9 steps to take the sting out of renewal review calls:
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Grab our Personal Lines Renewal Call Checklist
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Get 50% off our UPGRADED retention course until April 30th to help guide your team through a proven process.
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