The Ridiculously Amazing Insurance Podcast

Retention Coaching Plan: Customer Service Ideas for Insurance Agencies


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https://bit.ly/meetwithAPP🎧 NEW EPISODE: Retention Coaching Plan β€” Customer Service Ideas for Insurance Agencies Welcome back to the Ridiculously Amazing Insurance Agent Podcast! In this episode, we dive deep into the strategies, training tools, and customer service frameworks every independent agency needs to thrive in 2026. πŸ“ˆπŸ’Ό

Retention has become one of the biggest challenges in today's shifting insurance market β€” which is exactly why our retention training podcast is our second most popular of the entire year. Agencies everywhere are searching for the right plan, the right structure, and the right approach to keep clients loyal and engaged.

In this episode, we unpack what a strong Retention Coaching Plan looks like and how great customer service fuels long-term success. 🌟🀝

✨ In this episode, you'll learn:

πŸ›‘οΈ Why a structured retention coaching plan is essential for 2026

🎧 How insurance agencies can train teams to truly understand clients

πŸš€ Key customer service ideas that boost retention instantly

πŸ“˜ How to create agency standards and processes that support consistency

πŸ‘©β€πŸ’Ό The onboarding path for new agents β€” from vision to values to systems

πŸ‘₯ Why shadowing and skill-based task progression build confidence

πŸ“š How online courses help agents master insurance basics & coverage sales

🎯 The free tools we offer: podcasts, blogs, videos, emails & more

🀝 The benefits of small group training and personalized coaching for deeper support

πŸ”₯ Whether you're refining your retention strategy or starting from scratch, this episode gives you real, actionable tools to protect your book and grow your agency in 2026.

πŸ‘‡ Watch, learn, and start building your retention coaching plan today! Don't forget to like, comment, share, and subscribe for more ridiculously amazing content for independent insurance agents.

πŸ”₯ Check Out Our Latest Blog: The Insurance Industry Talent Crisis: How to Attract and Retain Top Talent https://bit.ly/41ez8lj

πŸŽ‰ Get Your FREE New Hire Onboarding Training Plan https://bit.ly/December2025Freemium πŸš€ Introducing our How to Hire Top Agency Talent https://bit.ly/4nvgWg1

πŸ“ˆ Ready to Take Your Agency to the Next Level? Book a Meeting with Agency Performance Partners for Tailored Strategies That Drive Real Success. Schedule Your Consultation Today! Book Now https://bit.ly/meetwithAPP

🀝 We're Agency Performance Partners; APP is your insurance agency's best friend when it comes to training, strategies, brutal truth & tough love that'll grow your agency with hugs & high fives along the way….just like a BFF. LEARN MORE: https://bit.ly/APP-Website

#InsuranceRetention #RetentionCoachingPlan #InsuranceAgencyTraining #CustomerServiceIdeas #IndependentInsuranceAgents #InsurancePodcast #AgencyPerformancePartners #KellyDonahuePiro #InsuranceTraining #InsuranceCustomerService #RetentionStrategies #InsuranceOnboarding #InsuranceEducation #AgencyGrowth #InsuranceAgencyLeadership

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The Ridiculously Amazing Insurance PodcastBy Agency Performance Partners

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