In this episode of the Ridiculously Amazing Insurance Agent podcast, host Kelly Donahue-Piro brings you a mashup of her 3-minute videos. Kelly discusses four great tips on how to drive retention. 

Episode Highlights:

• Kelly gives the first tip: How can we make our phone call to our client, the best call of their day? (2:45)
• Kelly mentions a few of the analogies she utilizes routinely in their training. (3:27)
• Kelly shares how to make sure that your clients are not cheating on you. (8:39)
•  What are Kelly’s suggestions for solving retention issues? (10:15)
• Kelly mentions their upcoming course in July 2021. (13:45)
•   Kelly shares how to be more than an order taker. (15:23)
• Kelly explains why an agency should make renewal review calls. (18:31)

Key Quotes:

• “Retention in many agencies has been starting to lag a little bit. As you grow, it's harder to replace what you're losing. And so, we want every agency to focus on  ways to keep more clients happy.” - Kelly Donahue-Piro
• “If we're going to make this the best call of the caller's day, let's think about all the challenges that may come up on a call and try to solve them. Because, we all think clients leave on price, which drags our retention down. But, I'm telling you, it's a series of things, it's not just one thing.” - Kelly Donahue-Piro
• “Don't poke the sleeping bear. We don't want to talk to our customers unless they need something. If we do, they'll remember we are here and shop us or ask to be shopped.” - Kelly Donahue-Piro

Resources Mentioned:  

• Kelly Donahue-Piro LinkedIn
• Agency Performance Partners