The Ridiculously Amazing Insurance Podcast Agency Performance Partners

Who isn't! When you can boost retention every single new policy you sell is worth more. In addition, if you have happy customers who are staying with your agency you generally also have happy team members! Retaining customers can be a challenge but its a hill worth climbing! The best way we have found to increase insurance client retention is to make proactive annual renewal reviews. It may seem impossible - calling every client annually for a review? However, it's not! It's usually a challenge to get everything started but once there is a rhythm it becomes easier.
Remember most clients leave us for the following reasons:
Indifference: They don’t feel strongly about the service they are getting so why not shop? Price: We do not know the price trigger that can cause client deflection - every client is different Life/Business Change: If we don’t stay in contact with clients when they do have a chance they may not remember to call us and go elsewhere Coverage Gaps: If a client does start shopping another agent will surely bring up coverage gaps. This makes sure your policies are tight and right. We see many agencies get into the sell a policy loose a policy mentality. Instead by focusing in ways to retain more insurance customers you can move from new business or service to the true goal: Agency Growth!
Check out the blog associated with this video: Increase Your Insurance Retention Rate With Renewal Reviews - https://bit.ly/increaseretentionrate
Download our FREE Renewal Review Process Planner:  https://bit.ly/renewalprocessplanner
Would You LOVE To Make Renewal Reviews? Learn More! https://bit.ly/agencyretention
Learn About the Top 5 Reasons Making Renewal Calls Solves All Your Agency's Challenges: https://bit.ly/5-reasons-for-renewal-calls
Ready to Plan Your Renewal Call Strategy? FREE Renewal Review Process Planner: https://bit.ly/renewalprocessplanner
Need More Help? Book a Meeting with APP: https://bit.ly/meetwithAPP
Did You Know? You Use APP By The Hour with our Consulting Hour Program: https://bit.ly/43z6wSH
Subscribe to Our Podcast - take our videos on the go! https://bit.ly/RidiculouslyAmazingPodcast
We’re Agency Performance Partners; APP is your insurance agency’s best friend when it comes to training, strategies, brutal truth & tough love that'll grow your agency with hugs & high fives along the way….just like a BFF. LEARN MORE: https://bit.ly/APP-Website
#insuranceconsultant #insurancetraining  #insuranceleadership #insuranceagencyowner #insurancesalestraining #runninganinsuranceagency #insurancesales #timemanagement #insuranceagencytraining #insurancerenewals #insurancerenewalreviews #insuranceretention

Cross selling is top on many agency owner's minds. There is a literal gold mine in your current book but no one seems to be very hungry to tackle cross selling on your team. Why could this be? Growth is fun right?
For many team members they are unsure when, how and if they have time to get involved in cross selling. Here is the reality giving great service is educating clients on all the ways you can help them - like cross selling insurance at renewal! In this podcast we help give you a plan on how to use the renewal as a time to unlock precious cross sales that help boost retention and grow your agency!
Insurance agents should cross sell to their clients, and renewal reviews are recommended every year. During these reviews, agents should ask questions to determine what policies they need, such as a homeowners or tenant policy. Also, agents should look for opportunities to upsell or combine coverages. Training staff on how to conduct reviews is important, as it will help them be more prepared when customers need them during a claim. Agency Performance Partners has resources available to help agencies with retention, cross selling, and upselling.
If you need a blue print for cross selling this is for you!
00:00:00 Introduction 00:00:09 Cross Selling 00:00:19 Renewal Reviews 00:04:19 Upselling & Cross Selling Strategies 00:09:24 Case Studies 00:09:31 Retention Program 00:09:35 Statistics 00:09:39 Phone Calls 00:09:49 Success 00:10:37 Netflix for Insurance 00:10:45 Meeting with Us 00:10:50 Retention and Remarketing 00:11:00 Cross Selling & Upselling 00:11:17 Renewal Reviews Resources for When to Cross Sell Insurance Check out the blog associated with this video: Insurance Cross Selling Strategy for Renewal
Download our FREE Renewal Review Process Planner
Would You LOVE To Make Renewal Reviews? Learn More!
Learn About the Top 5 Reasons Making Renewal Calls Solves All Your Agency's Challenges
Ready to Plan Your Renewal Call Strategy? FREE Renewal Review Process Planner
Need More Help? Book a Meeting with APP
Did You Know? You Use APP By The Hour with our Consulting Hour Program
Subscribe to Our Podcast - take our videos on the go! 
We’re Agency Performance Partners; APP is your insurance agency’s best friend when it comes to training, strategies, brutal truth & tough love that'll grow your agency with hugs & high fives along the way….just like a BFF. LEARN MORE
 
#whentocrosssellinsurance #insurancesales #sellinginsurance #crosssellinginsurance #insurancecrosssales #accountrounding #insuranceaccountrounding #insuranceaccountround #sellingmoretocurrentinsurancecustomers

Who wouldn't! Cross sales are a huge vote of confidence from your insurance client.
🔍 **Exploring the Untapped Potential:**
Renewal time is a golden opportunity for insurance professionals to expand their clients' coverage, enhance their protection, and build lasting customer relationships. Each episode delves into the untapped potential that lies within renewals and how they can lead to successful cross-sales. We dive deep into case studies, success stories, and practical tips to help you unlock your full potential in the cross-sell game.
📈 **Growing Your Business and Boosting Client Satisfaction:**
Beyond just discussing cross-sales techniques, we address ways to grow your insurance business and elevate client satisfaction. Happy clients are more likely to buy additional policies and refer their friends and family - the true foundation of sustainable success.
🌟 **Interactive and Listener-Focused:**
We love to engage with our audience! Feel free to drop us your questions, success stories, or challenges related to cross-selling at renewal. We'll feature them on the show and provide personalized responses to help you overcome hurdles and seize opportunities.
🔔 **Subscribe Now and Never Miss an Episode:** Don't miss out on any of our enlightening episodes! Hit that subscribe button and turn on notifications to stay updated with the latest releases. Prepare to level up your cross-selling game and take your insurance career to new heights!
Check out the blog associated with this video: Insurance Cross Selling Strategy for Renewal
Download our FREE Renewal Review Process Planner
Would You LOVE To Make Renewal Reviews? Learn More!
Learn About the Top 5 Reasons Making Renewal Calls Solves All Your Agency's Challenges
Ready to Plan Your Renewal Call Strategy? FREE Renewal Review Process Planner
Need More Help? Book a Meeting with APP
Did You Know? You Use APP By The Hour with our Consulting Hour Program
Subscribe to Our Podcast - take our videos on the go!
We’re Agency Performance Partners; APP is your insurance agency’s best friend when it comes to training, strategies, brutal truth & tough love that'll grow your agency with hugs & high fives along the way….just like a BFF. LEARN MORE
#whentocrosssellinsurance #insurancesales #sellinginsurance #crosssellinginsurance #insurancecrosssales #accountrounding #insuranceaccountrounding #insuranceaccountround #sellingmoretocurrentinsurancecustomers

🎙️ Welcome to the latest episode of the Ridiculously Amazing Insurance Agent Podcast! 🎉
🔗 Episode Title: "How Insurance Renewal Calls Stop E & O Claims"
Are you ready to dive into the world of insurance renewal calls and discover how they can be your secret weapon against Errors & Omissions (E & O) claims? Join us in this eye-opening episode as we unravel the strategies, insights, and success stories that showcase the incredible power of renewal calls in safeguarding your agency's reputation and bottom line.
In this episode, we're thrilled to bring you:
🔹 Case Studies that Inspire: Discover firsthand accounts of insurance agents who turned potential claims into remarkable success stories. Learn how a simple renewal call transformed a potential disaster into a glowing testimonial, and find out how you can replicate these strategies in your own agency.
🔹 Insider Insights: Uncover the hidden nuances and little-known techniques that can turn your renewal calls into E & O claim repellents. From building rapport to effective communication, we've got the keys to ensuring your clients' needs are met while minimizing risks.
🔹 Actionable Takeaways: No episode is complete without actionable steps you can implement right away. Get ready to walk away with a toolkit of strategies, scripts, and best practices that can reshape your approach to insurance renewal calls and elevate your agency's success.
Whether you're a seasoned insurance professional or just starting your journey in the industry, this episode is a goldmine of information that shouldn't be missed. Join us as we unlock the potential of insurance renewal calls and showcase how they can be your ultimate shield against E & O claims.
🔊 Tune in now and empower your agency's growth while safeguarding its reputation. Don't miss out – hit that play button and let's conquer E & O claims together! 🛡️📞
Resources on How Insurance Renewal Calls Stop E & O claims: Check out the blog associated with this video: Reducing Insurance Agency E&O Exposures Through Renewal Reviews
Download our FREE Renewal Review Process Planner
Would You LOVE To Make Renewal Reviews? Learn More!
Learn About the Top 5 Reasons Making Renewal Calls Solves All Your Agency's Challenges
Ready to Plan Your Renewal Call Strategy? FREE Renewal Review Process Planner
Need More Help? Book a Meeting with APP
Did You Know? You Use APP By The Hour with our Consulting Hour Program
Subscribe to Our Podcast - take our videos on the go!
We’re Agency Performance Partners; APP is your insurance agency’s best friend when it comes to training, strategies, brutal truth & tough love that'll grow your agency with hugs & high fives along the way….just like a BFF. LEARN MORE
 
#InsurancePodcast #EandOClaims #InsuranceRenewals #RidiculouslyAmazingInsuranceAgent

Title: 🎙️ Ridiculously Amazing Insurance Agency Podcast: Empowering Agents to Reduce Policy Remarketing 🚫
Welcome, insurance agents, to another enlightening episode of the Ridiculously Amazing Insurance Agency Podcast! 🎉
Are you tired of constantly remarketing policies to your clients as they continue to shop around for better deals? 🛒 Don't despair, because in this episode, we've got the ultimate guide to empower you to reduce policy remarketing and keep your clients loyal! 📈
Bobbie Fernandez is here to share invaluable strategies and insights that will transform your agency into a trusted partner for your clients. You'll discover how to become the insurance agency they rely on, eliminating the need for them to seek alternatives. 🤝
In this episode, we'll explore:
🔹 Unraveling the Client's Perspective: Understanding why clients shop around and how to address their concerns effectively.
🔹 Cultivating Long-Term Client Relationships: Building lasting trust and loyalty that transcends mere policy transactions.
🔹 Tailored Coverage Solutions: Crafting insurance policies that align perfectly with your clients' specific needs and circumstances.
🔹 Harnessing Technological Advancements: Leveraging cutting-edge tools and software to streamline agency operations and enhance customer experience.
🔹 Effective Communication: Mastering the art of communication to ensure your clients are well-informed and confident in their insurance choices.
Whether you're a seasoned insurance professional or just beginning your journey, this episode is brimming with actionable insights to help you revolutionize your approach to client retention. 🚀
Don't let your clients slip away – tune in now and transform your agency into the trusted insurance partner they'll never want to leave! 🎧
If you found this episode valuable, please show your support by liking, sharing, and subscribing for more enlightening content from the world of insurance agencies! 📲💼
Check out the blog associated with this video: Decreasing Insurance Remarketing with Renewal Reviews Download our FREE Renewal Review Process Planner Would You LOVE To Make Renewal Reviews? Learn More!  Learn About the Top 5 Reasons Making Renewal Calls Solves All Your Agency's Challenges Ready to Plan Your Renewal Call Strategy? FREE Renewal Review Process Planner Need More Help? Book a Meeting with APP Did You Know? You Use APP By The Hour with our Consulting Hour Program Subscribe to Our Podcast - take our videos on the go! https://bit.ly/RidiculouslyAmazingPodcast We’re Agency Performance Partners; APP is your insurance agency’s best friend when it comes to training, strategies, brutal truth & tough love that'll grow your agency with hugs & high fives along the way….just like a BFF. LEARN MORE
#InsurancePodcast #EandOClaims #InsuranceRenewals #RidiculouslyAmazingInsuranceAgent

Are you an insurance agent looking to stay ahead in the game and provide the best service to your clients? If so, you're in for a treat! Join us in our latest episode as we dive deep into the world of renewal reviews and reshopping in the insurance industry.
In this ridiculously amazing episode, we've gathered some of the brightest minds in the insurance field to discuss strategies, tips, and insights that will transform your approach to renewals and reshopping. Whether you're a seasoned professional or just starting your insurance career, there's something valuable here for everyone.
🔍 Here's a sneak peek of what you can expect in this episode:
📋 **Renewal Review Best Practices:** Discover the secrets to conducting effective renewal reviews that not only retain your clients but also boost your agency's reputation.
🔄 **Reshopping Strategies:** Learn how to navigate the complex landscape of insurance reshopping, finding the best deals for your clients while maintaining your agency's profitability.
🔥 **Success Stories:** Hear real-life success stories from insurance agents who have mastered the art of renewal reviews and reshopping, and get inspired to achieve similar results.
🚀 **Industry Trends:** Stay ahead of the curve by staying informed about the latest trends and technologies that are reshaping the insurance industry.
🗣️ **Expert Insights:** Our panel of industry experts will share their years of experience and provide you with actionable insights that you can implement right away.
📣 Don't miss out on this golden opportunity to uplevel your insurance agent game! Join us for an engaging and insightful discussion that will leave you feeling inspired and equipped to tackle renewal reviews and reshopping like never before.
🎧 So, grab your headphones and tune in now to "Insurance Insights: Renewal Reviews & Reshopping." Subscribe, like, and share with your fellow insurance agents to spread the knowledge and help us grow the insurance community.
Let's make insurance renewal reviews and reshopping ridiculously amazing together! 💪🤝
Check out the blog associated with this video: Decreasing Insurance Remarketing with Renewal Reviews Download our FREE Renewal Review Process Planner Would You LOVE To Make Renewal Reviews? Learn More! Learn About the Top 5 Reasons Making Renewal Calls Solves All Your Agency's Challenges Ready to Plan Your Renewal Call Strategy? FREE Renewal Review Process Planner Need More Help? Book a Meeting with APP Did You Know? You Use APP By The Hour with our Consulting Hour Program Subscribe to Our Podcast - take our videos on the go! https://bit.ly/RidiculouslyAmazingPodcast We’re Agency Performance Partners; APP is your insurance agency’s best friend when it comes to training, strategies, brutal truth & tough love that'll grow your agency with hugs & high fives along the way….just like a BFF. LEARN MORE
#InsurancePodcast #EandOClaims #InsuranceRenewals #RidiculouslyAmazingInsuranceAgent #Reshopping #UnderwritingGuidelines #RateIncreases #InsurancePortfolio #InsuredEducation #ClientProtection #RelationshipBuilding #CreateRelationships #Remarket #Reshop #AnalyzeAccounts #ExposeAgency #ExposeClients #InsuranceAgents #RenewalReviews #Reshopping #InsurancePodcast #IndustryInsights #InsuranceProfessionals