
Sign up to save your podcasts
Or


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:
Reduced Inbound Calls
Increased Retention
Reduced Remarketing
Increases in Coverage
Account Rounding
Cross-Selling
Reduced E&O Exposure
Updated Contact Information
More Referrals
9 steps to take the sting out of renewal review calls: https://www.agencyperformancepartners.com/blog/retention-strategies-anatomy-of-a-great-renewal-review-call/
Grab our Personal Lines Renewal Call: Checklist https://share.hsforms.com/1wMHaLN7ZTLa1dPl9sy-NDg1beus
Get 15% off our renewal retention course to help guide your team through a proven process: https://www.agencyperformancepartners.com/agency-retention/
CODE: RENEWAL
#insuranceretention #renewalreviewcalls #launchingrenewalcalls #insuranceconsultant #insurancetraining #salestraining #insurancecoaching #insuranceleadership #insuranceagencyowner #insurancesalestraining #insurancetechnology #insurancetraining #runninganinsuranceagency #insurancesales #timemanagement #insuranceagencytraining
 By Agency Performance Partners
By Agency Performance Partners5
1818 ratings
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:
Reduced Inbound Calls
Increased Retention
Reduced Remarketing
Increases in Coverage
Account Rounding
Cross-Selling
Reduced E&O Exposure
Updated Contact Information
More Referrals
9 steps to take the sting out of renewal review calls: https://www.agencyperformancepartners.com/blog/retention-strategies-anatomy-of-a-great-renewal-review-call/
Grab our Personal Lines Renewal Call: Checklist https://share.hsforms.com/1wMHaLN7ZTLa1dPl9sy-NDg1beus
Get 15% off our renewal retention course to help guide your team through a proven process: https://www.agencyperformancepartners.com/agency-retention/
CODE: RENEWAL
#insuranceretention #renewalreviewcalls #launchingrenewalcalls #insuranceconsultant #insurancetraining #salestraining #insurancecoaching #insuranceleadership #insuranceagencyowner #insurancesalestraining #insurancetechnology #insurancetraining #runninganinsuranceagency #insurancesales #timemanagement #insuranceagencytraining

1,418 Listeners

3,866 Listeners

48 Listeners

50 Listeners

14,051 Listeners

4,426 Listeners

12 Listeners

202 Listeners

1,730 Listeners

116 Listeners

52 Listeners

4 Listeners

20,443 Listeners

47 Listeners

21 Listeners