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Retain to Gain: The Independent Agent's Playbook

What’s your retention game plan? Customer retention is essential for an independent agency’s success. In this webinar, we’ll go over how to win renewals with proven tools and strategies for:

  • Improving Customer Service: Know how to communicate with every customer before the renewal to reinforce your agency’s value.
  • Increasing Productivity: Use new technology to conduct and manage the renewal process without increasing staff.
  • Expediting Remarketing: Have tools that can rapidly update a customer’s information and submit for quotes.
  • Expanding Insight: Make sure you have an instant view into price and comparison of current policy and renewal to identify any changes.

Watch now and find out how to upgrade your agency playbook with tools and strategies to score retention touchdowns every time.