5 Levers to Pull to Deliver the Best Deal for Clients
Brokers who consistently deliver results do it by pulling the same five levers.
Strategies
From Burnout to Breakthrough: How AI-Powered Risk Intelligence Helps Agencies Refocus on Hero Work
In a relationship-driven industry, technology’s greatest value lies in giving people more time to do what only they can: advise, connect and build trust.
Customer Retention: What Keeps Clients Happiest?
Here’s what clients value most from their insurance agents, according to a ClientCircle study.
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.
How to Turn Agency Critics into Agency Advocates
Using and understanding the net promoter score (NPS) metric can help you take a proactive approach to account management.
Marketing Technology: Get More by Doing Less
Through industry consolidation and collaboration, it is becoming easier to stay on top of digital marketing trends.
Take It from Grandma: Send a Card and Watch Your Agency Grow
How handwritten cards can increase your agency’s retention rates.
Growing Through Account Rounding: Why Is It So Hard?
Existing client growth is challenging. Here are three ways agencies can better serve their clients and grow revenues.
Are You Leveraging the Right Team for Cross-Selling?
Here’s why your customer service representatives and account managers should take the lead with cross-selling and up-selling initiatives.
Building Your Book of Advocates
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.
