It’s ok because generally, these are people that are not in alignment with our […]
Tag Archives: therese potter
[PODCAST] Attending the Hawksoft User Group Meeting in Texas? Come to Booth 6
Attending the HUG User Group in Round Rock Texas this week? Here is why […]
[PODCAST] Regroup As A Leader In A Hard Market
Communicate the vision clearly and consistently Many of us believe our team understands our vision, […]
[BANTER PODCAST] Anatomy of a Great Renewal Review Call
When you think about calling every customer once per year for an annual review you […]
[PODCAST] 9 Steps Meaningful Renewal Review Call
For some people getting started on making renewal calls can be perplexing! What do we […]
[BANTER PODCAST] Two Agencies Share Renewal Review Success
There is no magic bullet or secret sauce to launching renewal review calls to boost […]
[PODCAST] How and Why Renewal Review Calls Will Fail
Here is the reality. How you launch renewal review calls with your team is just […]
Customer Retention Strategy In the Insurance Industry: How To Set Up Renewal Reviews
There are many customer retention strategies that can be applied when implementing a renewal […]
