Here is the reality. How you launch renewal review calls with your team is just as important as making them. Like selling a new lead, you need to identify their core pain points and connect clearly how these calls can make a huge difference to their lives.

Before we outline how to launch renewal review calls, this is how not to launch renewal review calls:

• Email the team the news (this is when you need a bulletproof vest)

• Mandate reviews, walk away and check in a month later, and be shocked that they aren't made

• Ask the team to try reviews (this seems temporary or optional)

• Get in a meeting and make it seem wild and hard

In order to earn your team’s buy-in on renewal reviews, you have to show others you believe and support it. This, for a leader, means:

• Being abreast of the metrics (knowing the average number of calls)

• Appointing a Beta Tester (letting someone else work on the kinks)

• Discussing with other agencies/listening to podcasts from people who have accomplished this

• Knowing the game plan and writing out the process

• Having regular weekly meetings to check in and understand what is working, and troubleshoot solutions

• Being prepared to track renewal review calls 

• Having an incentive plan to celebrate doing something hard 

What NOT to do when launching a renewal review call process:

 https://www.agencyperformancepartners.com/blog/customer-retention-launching-renewal-review-calls-with-your-team/

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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