Client Retention

With ongoing wildfires in the West and an above-average Atlantic hurricane season predicted, it’s essential for independent insurance agents to educate clients on how their policies can cover evacuation-related expenses.

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.

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.

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.

Ashley Stafford, insurance advisor at Williams Insurance Agency in Rehoboth Beach, Delaware, always strives to “turn challenges into opportunities and prioritize exceptional customer service,” she says.