Client Retention

Trusted Choice® Launches Evolving Market Toolkit

The toolkit helps Big “I” member agencies navigate new market headwinds with updated strategies for client communication, renewal and retention, and operational efficiency.

For Better Retention, Start in the Community

Agencies with the highest client retention are also the ones most likely to be giving back to their communities. Here’s how to build your community presence.

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.

3 Ways to Make Sure Your Marketing Reaches the Right Prospects in 2026

For small and midsize independent insurance agencies, 2026 is the best and the hardest time to market a business. The industry is steady, technology is smarter and customers are always within reach. Yet, staying visible in a nonstop digital world takes more energy than ever.

independent agent marketing

8 Strategies for Improving Client Retention

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?

3 Ways to Rebuild Customer Experiences

The industry must begin to rebuild relationships, truly committing to providing a better customer experience through transparency, education and innovation.