4 posts found
2023-04-24 • 3 min read
Hey, I'm Jason Feldman, I got a playbook for you. All right, this one out of the playbook, how to retain your clients proven strategies for property and casualty insurance agency owners. All right, here we go.
2023-04-11 • 3 min read
Do you want to stand out in the crowd? Do you want to be different? Do you want your agency to be the one that they pick among the 1000s of agents that are out there? Well, there's lots of ways to do that. Insurance dudes are on a mission to escape big hit by our agents.
2023-03-29 • 3 min read
Hello, this is Craig Pretzinger. And this is another playbook for your agency. So we talked a lot about leads about utilizing callers to get the right amount of dials. Let's look at some other marketing that can be done, and can be done quite effectively, to increase retention, t
2022-08-15 • 3 min read
Jason presents a counterintuitive retention strategy: offense, not defense. Instead of spending time on cancellation saves, agencies should focus on proactive onboarding, regular touchpoints, and constant lead flow. The defensive cycle kills morale and momentum, while offensive s