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How to Improve your Client Retention

January 18, 2022

If you’ve been in the insurance business for any length of time, you know that one of the main draws to this industry is your potential to generate residual, ongoing income.

A lot of agents spend all of their time trying to find new clients, and then they end up losing those that they’ve already worked so hard to get. We want to help you solve this problem, and that’s why we’re sitting down with Torey Maerz today to discuss ways to improve your client retention.

The Brokerage Inc. recommends Rocket Referrals as a preferred vendor for your agency’s marketing, communications, reputation management, retention, and cross-selling. Click here to learn more about Rocket Referrals.

Rocket Referrals features:

  • Collect and analyze customer feedback with NPS
  • Automate client communications
  • Manage online reputation
  • Collect reviews and testimonials
  • Grow your agency through referrals
  • Automate cross-selling with ready-to-go campaigns and templates
  • Manage client emails, text messaging, web chat, and direct mail all in one dashboard
  • And much more!

3 Takeaways from Today’s Episode:

  1. The number one reason that clients leave your book of business is not because of the price or the insurance plan – it’s whether or not they feel like you have their back. And how do you create this kind of relationship? Ongoing communication.
  2. The most expensive welcome card is the one you don’t send. It’s important to put systems in place for keeping in touch, regardless of the size of your book of business. This is how the most successful agents are able to scale, while others are always busy finding new clients.
  3. You don’t need to be a techno-wizard to implement an automated communication system. When you partner with The Brokerage and Rocket Referrals, their team will do all of the heavy-lifting so you can focus on what you do best.  

If you would like to work with Rocket Referrals, we have an exclusive link for you.  Go to www.rocketreferrals.com/thebrokerageinc to get more information. All plans are month to month and there are no contracts or setup fees.  You pick the plan you want!

And remember we have a complete library of podcasts to help you grow your business. You can listen to all of our Broker Link episodes in our Podcast library here!


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