Client Retention

Keeping an existing client is far more cost-effective than chasing down a new one. Here are six steps to retain more clients and keep costs down.

Successful companies are building connected infrastructures that automate commission reporting, track book-of-business in real time, surface compliance gaps and help agents identify customers who need outreach.

A new report reveals a troubling disconnect between what homeowners know and what they do to protect their homes. Learn how agents can turn knowledge into action and value.

Despite growing awareness of home protection tools, most homeowners aren’t taking action. Discover how independent agents can bridge the gap and lead the charge in proactive risk prevention. 

After years of navigating higher premiums, stricter underwriting and reduced capacity, the insurance industry is on the verge of another market shift.

Wetenkamp’s career in insurance was unexpected. After working at In-N-Out Burger and at the DMV, he took a job with AAA Insurance when they started offering DMV services. This opened his eyes to the opportunities for career growth and serving the Hispanic community.

Keeping an existing client is far more cost-effective than chasing down a new one. But with more competition and less opportunity for face-to-face contact with customers, how can you stay top of mind?

From the long-lasting impact of the pandemic to the turmoil of the hard market, personal lines consumer preferences are shifting. Here’s how independent agents can keep up.

Retaining clients can be challenging when faced with carriers withdrawing from markets, steep rate increases and an onslaught of remarketing requests from customers.