Making the calls:

First let’s discuss voice. Use a customer service voice, NOT a mom/dad voice. Make it sound serious, not optional. We want to connect with 40-50% of our customers. We can only do that by being professional and serious. 

We are representing the agency and ourselves, and with our insurance license, we need to be professional, serious, and friendly at the same time. Now is the time to get to know your clients, build relationships and rapport and show value.

If you connect with the customer:

It is important to consider these six things while making the renewal calls:

1. Introduction- be human; introduce yourself and your agency.

2. Rapport- Find things you may have in common.

3. Review - their policy, what they have, may have changed or updated.

4. Recommendations - Make educated recommendations. You are, in all reality, a professional licensed insurance agent, right?

5. Confirmation of Next Steps-setting expectations with the client. 

6. Gratitude - Thank them for their time and their business with your agency.

How to boost retention and reduce remarketing when insurance rates increase:

https://www.agencyperformancepartners.com/blog/customer-retention-strategy-in-the-insurance-industry-how-to-set-up-renewal-reviews/

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

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