6 posts found
04/24/2023 · 5 min read
Retention is the profit engine most agencies ignore while chasing new business. These proven strategies stop the bleed and turn your existing book into your biggest competitive advantage.
04/12/2023 · 5 min read
Most P&C agents obsess over prospecting while ignoring the easiest retention tool in the business: genuine gratitude. Here's why saying thank you properly changes everything.
11/01/2021 · 6 min read
There is a version of client relationship management that is manufactured and transactional — and clients can tell. The agencies that retain the most are the ones where the relationships are genuinely warm, and that starts with agents who actually like their clients.
11/01/2021 · 6 min read
People buy insurance from agents they like. This is not a soft observation — it's a hard business reality with measurable impact on close rates, retention, and referrals. The question is whether likeability is something you have or something you build.
07/09/2021 · 5 min read
The agents who are closing the most business in insurance today are doing something that looks counterintuitive from the outside: they've stopped trying to sell. Not because they stopped caring about production — but because they've figured out that the selling posture itself is the thing getting in the way.
06/11/2021 · 6 min read
Every client who calls your agency is in the middle of a story. Something is uncertain, something is at risk, something is keeping them up at night. Your job isn't to sell them a policy. Your job is to be the hero who makes the threat go away.