Client Communication

Kelly Donahue-Piro, owner of Agency Performance Partners, sits down with two experienced agency presidents to share advice for how to interact with clients in the hard market.

Text messaging is a quick, direct and often underutilized way to contact potential clients. But what’s the most effective way to do this?

A client has been very belligerent to agency staff throughout the years yet still stays with the agency. If the agency gives a 60-day notice, can it non-renew this client?

What should agents be doing today to reach the clients of tomorrow? Here are three tips to reach the next generation of insurance consumers.

Whether you’re offering friendly advice or a sense of reassuring authority, video marketing allows your brand persona to shine.

Having the tools to help expand the agent-client relationship and being able to employ them properly ensures the best chance of building customer loyalty and receiving referrals.

Build your offering on flexible solutions that drive long-term loyalty via personalized service and quick responses to evolving needs.

The most powerful way to position yourself better is by being likeable.

How handwritten cards can increase your agency’s retention rates.

Is a verbal response acceptable or is there a formal way an agency needs to document proof of consent prior to texting?