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?
With restrictions on new business, carriers pulling out of the market, agency commissions taking cuts and underwriting giving the word “difficult” a whole new meaning, it’s no wonder coastal agencies have felt the impact of the last few years.
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.
The right mindset can help you overcome challenges, unlock potential and achieve goals that once seemed out of reach. Here are six strategies to fuel your focus to be a more successful producer.
While more than 2 in 3 (69%) say the insurance industry is a great place to work and 4 out of 5 (81%) say they are satisfied with their job, high rates of burnout are threatening to dampen job satisfaction, according to Liberty Mutual and Safeco.
If you’re still relying solely on Google for your agency’s search visibility, you might want to rethink your strategy. Social media is quickly becoming the new search engine for the next generation.
With factors such as an aging workforce and economic fluctuations pushing material and wage costs higher, agents can help their clients purchase adequate builders risk coverage.
Among married-couple families in 2023, both spouses were employed in nearly 50% of families, according to the U.S. Bureau of Labor Statistics. Here are three considerations for serving dual-income households.
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.