Retention – It Starts with New Business

Only 30% of insurance agencies have an equal focus on both new business and retention. Think about that. Think about every conference we attend 70% or more of the content is on marketing, new leads, sales, increase closing rations...very little is on retention. It makes sense that the main focus of our agencies is sales because that is what is taught from the top down. In the last year, Brandon created a new position in their agency for a retention specialist...after acquiring data and fine-tuning their renewal strategies, they have seen a drastic increase in retention and cross-sell opportunities. Brandon is ready to share the systems and strategies with you.