Customer Retention: What Keeps Clients Happiest?
Here’s what clients value most from their insurance agents, according to a ClientCircle study.
Sales and Marketing
Communication Key to Retaining Small Commercial Accounts as Premiums Rise
Small commercial customers are more likely than ever to consider moving their business to another insurer at renewal, according to J.D. Power.
Homeowners Rates Increase 40% in 6 Years, According to LendingTree
Nationally, homeowners insurance rates jumped 11.4% in 2024, with double-digit increases reported in the last two years.
Is There a Coverage Gap When BAP and Umbrella Have Different Renewal Dates?
A pallet manufacturing company has a business auto policy that renews in November and a commercial umbrella policy that renews in April.
Highest Value Auto Customers Most Likely to Shop
More than one-third of U.S. personal auto insurance customers are dissatisfied with their insurance and those with higher overall lifetime value profiles are most likely to leave, according to J.D. Power.
Declaration of Independents: Jorge Wetenkamp
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.
How Independent Agents Can Adapt to Meet Changing Consumer Expectations
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.
6 Ways to Boost Client Retention With a Renewal and Remarketing Plan
Retaining clients can be challenging when faced with carriers withdrawing from markets, steep rate increases and an onslaught of remarketing requests from customers.
7 Questions Answered by the Young Agents Podcast Series
In response to the hard market, the Big “I” national Young Agents Committee (YAC) and Trusted Choice® created the Young Agents Tactical Series. This podcast and short video series equipped emerging leaders with knowledge and resources to help better serve clients during a challenging time.
More Homeowners Shop for Coverage but Most Stay Put
A record 6.8% of all home insurance customers are actively shopping for new policies in 2024, yet only 2.2% of homeowners switched policies as a result.
