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Saving clients with a price increase or non-renewal in 4 easy steps
--- Remember to check out startamembershipclub.com to learn about helping your retention by offering more than just insurance ---
Being proactive in with your insurance agency clients can save you time, headaches, and help you retain your clients. Retention is a big part of the insurance industry, so make sure that you are focused on it. I have a simple 4-step plan that I like in situations when there is a major rate increase or potential non-renewal. If you take steps early, you can make sure that you clients know that you are there for them.
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By Dave Baker
5
1313 ratings
--- Remember to check out startamembershipclub.com to learn about helping your retention by offering more than just insurance ---
Being proactive in with your insurance agency clients can save you time, headaches, and help you retain your clients. Retention is a big part of the insurance industry, so make sure that you are focused on it. I have a simple 4-step plan that I like in situations when there is a major rate increase or potential non-renewal. If you take steps early, you can make sure that you clients know that you are there for them.
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