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?

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?
Independent agents can transform how customers perceive value in insurance, guiding them through a challenging and evolving market.
The industry must begin to rebuild relationships, truly committing to providing a better customer experience through transparency, education and innovation.
The newly expanded resource—which builds upon the toolkit first published in July 2023—covers a wide range of updates and strategies for navigating the challenges posed by the hard market.
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.
In the latest installment of a special bonus podcast series from the Big “I” national Young Agents Committee (YAC) and Trusted Choice®, a panel focuses on marketing strategies in today’s marketplace.
For agents, roadside assistance policies offered by carriers present an opportunity to deliver a superior level of service and support to auto clients.
Client communication, retention, technology and team morale are among agents’ top priorities in adapting to the hard market.
The Big “I” Young Agents and Trusted Choice® are teaming up to bring you the first episode in a special hard market bonus podcast series on Agency Nation Radio.
From generating a digital business card to providing automated directions to a location through Waze or Google Maps, QR codes can be used in so many ways, which means the opportunities for independent agents are growing.