Client Retention

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

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

As producers in the trenches of the hard market, Revenue and Salas share sales strategies and advice for the often-grueling process that goes into building a book of business from scratch.

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.