🎙️ Handling Upset Insurance Customers: Premium Increase Scripts That Work

As independent insurance agents, we’ve all faced it — clients upset about premium increases. How you handle these conversations can make or break trust, retention, and even your team’s confidence. In this episode of the Ridiculously Amazing Insurance Agent Podcast, Kelly Donahue-Piro shares proven scripts, tips, and strategies to help you and your team navigate these tough moments with ease and empathy.

💡 What you’ll learn in this episode:

📝 Why clients really get upset about premium increases — and how to empathize

🎭 Proven step-by-step scripts you can use when clients call frustrated

📞 How proactive renewal reviews outperform reactive remarketing

🚀 How to train your team with role-playing, coaching, and checklists

💪 Tips for maintaining carrier relationships while keeping clients happy

✅ Whether you’re new to the industry or a seasoned agent looking to improve retention, this episode will help you prepare your team to handle tough calls calmly and professionally.

✨ Remember: if you don’t spend time preparing, you’ll spend time repairing.

👇 Tune in, subscribe, and share this episode with your team today!

📌 Hashtags: #InsuranceAgent #HandlingUpsetCustomers #CustomerServiceTraining #InsuranceScripts #InsurancePremiumIncrease #InsuranceCustomerService #InsuranceRetention #IndependentAgent #InsuranceTeamTraining #RidiculouslyAmazing #DeescalationTips #InsuranceCoaching #RolePlayingTraining #InsuranceSales #InsuranceServiceExcellence #ClientRetention #InsuranceCustomerCare #PremiumIncreaseScripts #InsuranceCSRTraining #InsuranceBestPractices

📢 New Episode Alert!Kelly Donahue-Piro joins the Ridiculously Amazing Insurance Agent Podcast to break down the 2025 insurance market, agency priorities, and strategies for retention, efficiency, and growth. Perfect for independent insurance agents navigating a hard market!

🏡 Insurance Market Insights 2025

The hard market continues, though some areas are stabilizing.

Florida auto rates are dropping 9–10%, which impacts commissions.

🔑 Agency Priorities

Retention: Keep clients who are now vulnerable to competitors.

Efficiency: Use tech, streamline processes, and evaluate unprofitable clients.

Sales Process: Build repeatable systems to grow cross-sell opportunities.

💡 Employee Burnout (“Crispy Teams”)

Teams are exhausted from tough conversations and strict underwriting.

Leadership must rebuild morale, confidence, and skills.

🏚️ Economics of Homeownership

Clients prioritize style over essentials, making insurance a “home maintenance” policy.

📉 Industry Challenges

Stricter underwriting, staffing gaps, and AI replacing personal relationships.

⏰ Kelly’s Daily Routine

Starts at 3:45 AM with exercise 🚴, hydration 💧, reading 📚, and planning—focusing on priorities first!

🎧 Listen & Watch: Full Video: https://youtu.be/zwCMHzP9i78

Brick & Risks Website: https://bit.ly/4mBqVAp

#InsuranceAgents #InsurancePodcast #InsuranceMarket2025 #AgencyGrowth #IndependentInsuranceAgents #KellyDonahuePiro #InsuranceSales #InsuranceTips #InsuranceAgency #InsuranceLeadership #AgencySuccess #HardMarketInsurance #InsuranceRetention #InsuranceEfficiency #EmployeeBurnout #InsuranceIndustryInsights #InsuranceStrategies #InsuranceBusiness

🎧 Effective Techniques to Boost Renewal Rates: Auto Insurance Renewal Process 🚗📈

In this episode of the Ridiculously Amazing Insurance Agent Podcast, we’re diving into proven techniques to help independent insurance agents increase auto insurance renewal rates and build stronger client relationships! 💼💬

Annual auto insurance policy reviews are more than just a formality—they’re a chance to boost loyalty, prevent billing issues, and avoid coverage gaps. 🚨✅

👉 Here’s what we cover:

🔍 The importance of proactive outreach before renewal dates

💡 How to highlight potential savings and missed discounts

🚘 Reviewing mileage, driver changes, and vehicle updates

🤝 Turning renewal calls into relationship-building moments

📞 Reducing angry calls and increasing customer satisfaction

🎯 How early reviews open doors for cross-selling and referrals

🛠️ Tools, scripts, and training to support your renewal process

Remember: Being proactive during renewal season doesn’t just retain clients—it creates new sales opportunities and reduces stress for your whole team! 🌟

For more tools and training to strengthen your agency’s retention strategy, visit: 🌐 agencyperformancepartners.com

👍 Don’t forget to like, comment, and subscribe for more retention and sales tips for your insurance agency!

🔥 Check Out Our Latest Blog: Is Your Agency Above the Average Retention Rate for Insurance Industry? https://bit.ly/3YL2Ay5

🎉 Get Your FREE Agency Retention Express Mini Renewal Review Form & Scripts https://bit.ly/August2025Freemium   🚀 Introducing Agency Retention http://bit.ly/agencyretention

📈 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 #AutoInsuranceRenewal #ClientLoyalty #InsuranceAgentTraining #InsuranceSales #RetentionStrategies #AgencyPerformancePartners #InsuranceAgencyGrowth #CustomerRetention #CrossSelling #InsuranceRenewals #InsuranceTips

🎙️ How to Retain Commercial Insurance Clients: Renewal Process Guide 🏢🔒

Commercial renewals don’t have to be chaotic! In this episode of the Ridiculously Amazing Insurance Agent Podcast, Kelly shares the ultimate guide to retaining commercial clients through a structured, proactive renewal process. 💼📊

When multiple team members are involved, clear leadership and defined roles are key to making sure nothing falls through the cracks — and your commercial clients feel well taken care of. 💪✨

🧠 Here’s what you’ll learn in this episode:

✅ Why strong leadership is essential during commercial renewals ✅ How to coordinate your team to reduce confusion and friction 🤝 ✅ The importance of proactive client communication — especially in commercial lines 📞 ✅ How renewal reviews uncover changes in operations and reveal cross-sell opportunities 💡💲 ✅ Strategies for assigning clear responsibilities and managing timelines ⏱️ ✅ Introduction to our Renewal Review Call Program:   🔹 In-person training   🔹 Remote sessions   🔹 Group training   🔹 Online self-paced course

💡 BONUS: Get a sneak peek at our next episode — handling upset customers like a pro! 😠➡️😊

👉 LIKE, COMMENT, and SUBSCRIBE for more ridiculously amazing insights that help you grow and retain your book of business!

🔥 Check Out Our Latest Blog: Is Your Agency Above the Average Retention Rate for Insurance Industry? https://bit.ly/3YL2Ay5

🎉 Get Your FREE Agency Retention Express Mini Renewal Review Form & Scripts https://bit.ly/August2025Freemium   🚀 Introducing Agency Retention http://bit.ly/agencyretention

📈 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

#InsuranceAgentPodcast #CommercialInsurance #ClientRetention #InsuranceRenewal #InsuranceAgents #IndependentAgent #RetentionStrategy #InsuranceMarketing #AgencyPerformancePartners #RidiculouslyAmazingAgent

🚨 Insurance Agency Tips to Retain Clients: Proven Hacks for Independent Agencies 🎧 Welcome back to another episode of the Ridiculously Amazing Insurance Agent Podcast! 🎉

In this episode, we're diving into the real strategies that helped one agency skyrocket their retention rate from 85% to 91% in just a few months. 📈 Whether you're new to retention planning or ready to level up, these tips are practical, proven, and ready for you to use. 💪

🎯 What You’ll Learn: ✅ The #1 strategy to save clients who are ready to cancel ✅ How to stay top-of-mind with your insureds year-round ✅ The power of proactive renewal reviews – and how they drive results ✅ Simple steps to increase cross-sells, referrals, and reduce remarketing ✅ Why belief in the process is key to making it work

🧠 These retention hacks are field-tested and backed by real agency results. We’ll also share how to get access to training programs that help you put these ideas into action immediately!

🔔 Don't forget to like, subscribe, and hit the bell to stay updated on every new episode packed with powerful insights for independent insurance agents.

🔥 Check Out Our Latest Blog: Is Your Agency Above the Average Retention Rate for Insurance Industry? https://bit.ly/3YL2Ay5

🎉 Get Your FREE Agency Retention Express Mini Renewal Review Form & Scripts https://bit.ly/August2025Freemium   🚀 Introducing Agency Retention http://bit.ly/agencyretention

📈 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 #IndependentAgentTips #ClientRetention #InsuranceMarketing #RidiculouslyAmazingAgent

🎙️ How to Keep Your Insurance Clients Long-Term | Renewal Secrets 🔐

Want to boost retention and build long-term relationships with your clients? In this episode of the Ridiculously Amazing Insurance Agent Podcast, Stephen and Kelly break down the power of proactive renewal reviews and how they can transform your agency’s success! 💼📞

💡 Whether you’re a seasoned agent or just getting started, this episode is packed with game-changing insights to help you provide more value and keep your clients coming back year after year.

🔥 In this episode, you'll discover:

✅ Why renewal reviews are essential for long-term client retention ✅ How to proactively communicate with clients to build trust and loyalty 🤝 ✅ The mindset shift: focus on value, not just price! 💡 ✅ Smart time management strategies to make room for renewal calls ⏱️ ✅ The importance of believing in the process — renewal reviews really work! 💪 ✅ Training options and resources to help your agency level up 📚 ✅ A sneak peek into next week’s episode on commercial renewal strategies 🏢

📢 Don’t just survive renewals — own them. Tune in now and start building stronger client relationships today!

👍 LIKE, 💬 COMMENT, and 🔔 SUBSCRIBE for more episodes that help independent agents thrive!

🔥 Check Out Our Latest Blog: Is Your Agency Above the Average Retention Rate for Insurance Industry? https://bit.ly/3YL2Ay5

🎉 Get Your FREE Agency Retention Express Mini Renewal Review Form & Scripts https://bit.ly/August2025Freemium   🚀 Introducing Agency Retention http://bit.ly/agencyretention

📈 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

#InsuranceAgents #ClientRetention #RenewalReview #InsurancePodcast #IndependentAgents #AgencySuccess #RidiculouslyAmazing

🎙️ Insurance Agency Team Development with Training Courses | Hopmeier Evans Gage Story

In this episode of the Ridiculously Amazing Insurance Agent Podcast, we're diving into how Hopmeier Evans Gage Insurance is transforming their agency through team development and training! 🚀

Here’s what you’ll learn:

✅ How they use Agency Performance Partners content (blogs, YouTube, and the APP School) for ongoing training ✅ The power of 3-minute videos for easy learning before diving into bigger training topics ✅ How adopting EOS (Entrepreneurial Operating System) helped them identify growth opportunities 💡 ✅ Their journey with renewal review calls—from initial team pushback to amazing client results 📞 ✅ Why they now hold weekly training sessions every Wednesday, featuring real-life examples and role-plays ✅ How having regular client conversations is reducing "on-fire" calls and boosting customer retention 🔥 ✅ The importance of helping clients understand their coverages and market changes

Angela and Dave share real, actionable steps any independent insurance agency can take to build a stronger, more confident team and improve client relationships. 💪

👉 Listen now and get inspired to level up your agency training and retention strategy!

🔥 Check Out Our Latest Blog: Is Your Agency Above the Average Retention Rate for Insurance Industry? https://bit.ly/3YL2Ay5

🎉 Get Your FREE Agency Retention Express Mini Renewal Review Form & Scripts https://bit.ly/August2025Freemium   🚀 Introducing Agency Retention http://bit.ly/agencyretention

📈 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

#InsuranceAgencyTraining #InsuranceAgencyTeamDevelopment #InsuranceTeamTraining #InsuranceRetention #CustomerRetentionStrategies #InsuranceLeadership #InsuranceStaffDevelopment #InsuranceSalesTraining #InsuranceRenewalProcess #InsuranceAgencyGrowth #IndependentInsuranceAgents #InsuranceAgencyManagement #InsuranceCoaching #InsuranceProfessionalDevelopment #InsuranceAgencySuccess #InsuranceTrainingCourses #AgencyPerformancePartners #InsuranceEOS #InsuranceRenewalReviews #InsuranceCustomerExperience

🎧 How to Retain Insurance Clients | Master Retention with These Expert Tips! 🎯

In this episode of the Ridiculously Amazing Insurance Agent Podcast, we're diving deep into customer retention strategies for independent insurance agents! 🚀

As market growth slows, keeping your current clients happy and loyal has never been more important. Losing clients can hurt your profitability, but with the right approach, you can turn retention into a growth strategy! 💼📈

👉 Here’s what we cover:

✅ Why tracking cancellation reasons is crucial

✅ The power of proactive renewal reviews

✅ How regular communication builds client loyalty 💬

✅ The link between retention and agency profitability 💰

✅ Tips on creating a successful agency retention program

Retention doesn't happen by accident — it takes planning, training, and consistency! 🗓️✨

If your agency needs help improving your retention process, visit us at: 🌐 agencyperformancepartners.com

👍 Don’t forget to like, comment, and subscribe for more actionable insurance agency growth tips!

🔥 Check Out Our Latest Blog: Is Your Agency Above the Average Retention Rate for Insurance Industry? https://bit.ly/3YL2Ay5

🎉 Get Your FREE Agency Retention Express Mini Renewal Review Form & Scripts https://bit.ly/August2025Freemium   🚀 Introducing Agency Retention http://bit.ly/agencyretention

📈 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 #InsuranceAgencySuccess #ClientRetention #InsuranceAgentTraining #InsuranceSales #CustomerRetention #AgencyPerformancePartners #InsuranceAgencyGrowth #InsuranceRenewals #InsuranceMarketing #InsuranceLeadership #InsuranceIndustry

🎙️ How to Stop Losing Insurance Clients: Retention Tips You Need Today 🚨

🚨 Are clients calling in to cancel? Don’t panic — get prepared! In this episode of the Ridiculously Amazing Insurance Agent Podcast, we're diving into the top retention strategies independent insurance agents can use to stop losing clients and boost loyalty! 💼💙

Your speaker breaks down the real reasons clients cancel — and what your agency can do to address misfit, improve processes, and retain more policies. 🧠📈

🔑 Here’s what you’ll learn:

👉 Why client "misfit" is a silent killer of retention 👉 The power of having a clear process when a client calls to cancel 👉 How to identify the REAL reason: 💲Price, 🛎️Service, or 🔄Life Change 👉 Conversation tips to rebuild trust with your insureds 👉 Why re-quoting on the phone can change the game 👉 How requesting the current policy BEFORE canceling opens the door for retention 👉 The importance of a structured retention program — and training that works ✅

🎯 If you're serious about keeping your book strong in today’s market, this episode is a must-listen!

💥 Don’t forget to LIKE 👍, COMMENT 💬, and SUBSCRIBE 🔔 for more ridiculously amazing insights that grow your agency!

🔥 Check Out Our Latest Blog: Is Your Agency Above the Average Retention Rate for Insurance Industry? https://bit.ly/3YL2Ay5

🎉 Get Your FREE Agency Retention Express Mini Renewal Review Form & Scripts https://bit.ly/August2025Freemium   🚀 Introducing Agency Retention http://bit.ly/agencyretention

📈 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 #HowToStopLosingInsuranceClients #InsuranceAgents #RetentionStrategies #IndependentAgents #RenewalReview #InsuranceMarketing #CustomerRetentionInInsurance #InsuranceGrowth #InsuranceSuccess #AgencyRetentionProgram

Steps on Improving Customer Retention for Insurance: 5 Proven Strategies

📣 Calling all independent insurance agents! If you’re tired of losing clients and want to grow a solid book of business, this episode of the Ridiculously Amazing Insurance Agent Podcast is for YOU! 💥 

In this episode, we’re breaking down 5 proven strategies to boost customer retention — with real-world tactics used by agencies hitting 94-96% retention rates. 🔐

🎧 What You’ll Learn:

🛑 Short-term strategies to reduce customer attrition immediately

📆 How to implement a strong process for handling cancellations and unpaid renewals

🎯 Why it’s important to define your agency’s standards and prioritize the right clients

🤝 Tips for delivering standout customer service through personalized communication

🔁 Long-term nurturing practices like renewal reviews and consistent client touchpoints

💡 Whether you're just starting out or leading a seasoned agency, these steps will help you retain more clients, build loyalty, and grow your revenue.

✨ BONUS: Learn how our team can support your agency in implementing these retention strategies with training and resources built for independent agents like you!

👇 Don’t forget to like, comment, and subscribe for more ridiculously amazing insights every week!

🔥 Check Out Our Latest Blog: Is Your Agency Above the Average Retention Rate for Insurance Industry? https://bit.ly/3YL2Ay5

🎉 Get Your FREE Agency Retention Express Mini Renewal Review Form & Scripts https://bit.ly/August2025Freemium   🚀 Introducing Agency Retention http://bit.ly/agencyretention

📈 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 #InsuranceAgentTips #CustomerRetention #InsuranceMarketing #InsuranceGrowth #IndependentAgentSuccess