10 best ideas for increasing retention

saieddie · 07-22-2008, 11:20 AM

I have almost 98% retention w/family members and I don't even send them Christmas cards.

insurancejunkie · 07-23-2008, 01:28 PM

Hi,

Do you call your renewals a head of time? Are you sending reminders? Sending cards when you hear of marriage, death, birthdays etc... also works. I have written a keys to customer service booklet with little tibits in it.

tentel · 07-29-2008, 02:43 PM

The best thing to do to retain any client is to be as personal as possible. We keep track of birthday and anniversaries, etc. in our system. Send cards, not from your agency, directly from you the agent. If I'm in the area, I drop in and say hi to clients while I'm out on a call. Even if they're unavailable and I only leave a card, I think it helps that they know I took time out of my day just for them. It makes them think that I'm constantly shopping and thinking about their policy. I've even stopped in with a pizza for some clients that I've become friendly with. My philosophy is that it's harder for a client to drop you if they know all about your family and if they actually like you as a person.

Insuredbyme · 09-10-2008, 01:54 PM

1manshow,

Great ideas, sounds like QC marketing.
Would like to share some ideas with you.

Gary
Insuredbyme@hotmail.com

Insuredbyme · 09-10-2008, 02:01 PM

Hey Beach Broker,

Great ideas. Sounds like you are or once a member of Quantum Club?
I used to belong, but have opted out recently.

Nice website.

Gary
Insuredbyme@hotmail.com

1manshow · 09-10-2008, 03:48 PM

Yep, QC provided some great help and insight. Grew a little tired of hearing the self proclaimed marketing expert spout off about himself all the time. He needs to tell it like it is, his resume is rather dull, then he rounds up some of the greatest, successful marketing minds in the industry and gets them to share their successful programs with others, now that's something to brag about.