Posts Tagged: customer loyalty

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.

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