Only 3 in 10 Americans Review Insurance Annually
New Big “I” survey reveals that only 3 in 10 Americans (31%) review or shop for insurance each year, with many waiting until premiums increase, major life changes occur, or coverage issues arise.
Client Communication
Customer Retention: What Keeps Clients Happiest?
Here’s what clients value most from their insurance agents, according to a ClientCircle study.
Big ‘I’ Expands Trusted Choice® Hard Market Toolkit
The newly expanded resource—which builds upon the toolkit first published in July 2023—covers a wide range of updates and strategies for navigating the challenges posed by the hard market.
Trusted Choice Survey: How Agents Are Adapting to the Hard Market
Client communication, retention, technology and team morale are among agents’ top priorities in adapting to the hard market.
How to Turn Agency Critics into Agency Advocates
Using and understanding the net promoter score (NPS) metric can help you take a proactive approach to account management.
Take It from Grandma: Send a Card and Watch Your Agency Grow
How handwritten cards can increase your agency’s retention rates.
Building Your Book of Advocates
Producers need to leverage their relationships to build advocates who can help them forge new customer relationships. Here are the three types of advocates and how to build them.
