Four Ways to Drive Retention

I want to talk to you today about a way to drive growth to your agency, by creating retention of your existing business. I have a few ideas to share with you.

The first thing you can to do to make sure you “lock the door” to make sure customers don’t leave is to develop a welcome package when they first arrive. This is a great way to orient them to your agency and all the products and services you offer. Let customers know how you will protect them and their families. This is the first thing you can do to make sure you can keep customers forever.

My next suggestion is to communicate 8-10 times a year with every customer, in at least 2-3 different ways. Tell them about things they care about. Remind them it is about to freeze, remind them of other ways you can help protect their families, etc.

Third, be early with renewals. Provide the renewal 60 to 90 days ahead of time and be sure to give the customer options. Show them you are working overtime to take care of their needs.

Lastly, be grateful. People love to be appreciated and needed. Be sure to say thank you.

These four suggestions will help drive tremendous growth in your agency by “locking the door” and keeping customers forever.

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