6 Ways to Build a Happy & Loyal Book of Business for Your Insurance Agency
Having a loyal book of business is crucial to insurance agency growth. Are you doing all you can to retain your customers?
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Brookelle Hunter
Nov 134 min read
Stop Delaying! Why You Need to Prioritize Your Customer Insurance Review Program Today
You know that regular policy reviews with your clients help increase retention, cross-selling, and referrals, but what else do they do?
935 views0 comments
Brookelle Hunter
Oct 226 min read
Unlocking Client Loyalty: Retention-Focused Onboarding for New Insurance Clients
Are you onboarding your new clients in a way that fosters high retention rates in your insurance agency? Learn how today!
906 views0 comments
Brookelle Hunter
Sep 272 min read
3 Reasons a Needs Assessment Form is One of Your Best Sales Tools
A Needs Assessment form helps your insurance clients identify their own needs and sets you up for multi-lining success!
1,459 views0 comments
Brookelle Hunter
Aug 184 min read
The Surprising ROI of Meeting with Your Current Clients
Some insurance agents assume there won't be much ROI from prioritizing current customer appointments. Let's lay that assumption to rest.
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Brookelle Hunter
Aug 43 min read
Does your frequent agent-client communication add value to the customer experience?
Insurance agents - ask yourself, does this specific communication add value to your customer’s experience?
403 views0 comments
Brookelle Hunter
Jul 76 min read
Proactive Retention: How You Can Implement the Game-Changing Strategy at Your Agency
The benefits of proactive retention efforts speak for themselves. Learn how to implement proactive retention in your insurance agency!
302 views0 comments
Brookelle Hunter
Jun 163 min read
4 Benefits of "Poking the Sleeping Bear" When Rates Increase
Many insurance agents opt not to "poke the sleeping bear" when rates increase, but look at these benefits of approaching renewals head on!
576 views0 comments
Brookelle Hunter
Jun 24 min read
Turn Your Insurance Appointments into Glowing Online Reviews
Since the average review for insurance agencies is 4.53 stars, it’s vital for your agency to have positive online reviews to compete.
433 views0 comments
Brookelle Hunter
May 223 min read
Agent Cecil Burt on Proactive Customer Outreach & Virtual Appointments at his Insurance Agency
Insurance Agent of 50 years, Cecil Burt, sat down with me to talk proactive customer outreach and virtual appointments at his agency.
239 views0 comments
Brookelle Hunter
May 52 min read
Engagex: Creating Positive Interactions with Impact
At Engagex, we're more than just appointment schedulers - we're creators of positive interactions. Our guiding values help us to do so.
101 views0 comments
Brookelle Hunter
Apr 144 min read
No Show? Not the end of the world.
Appointments are not the be-all end-all of your customer outreach - discover the many other benefits of your consistent client outreach!
277 views0 comments
Brookelle Hunter
Apr 34 min read
Step-Up Your Insurance Client Retention Strategy with Consistent, Proactive Communication
The most important thing you can do to increase your client retention is communicating often with your clients.
298 views0 comments
Brookelle Hunter
Mar 275 min read
9 Ways to Add Value to the Customer Experience & Keep Your Insurance Clients from Price Shopping
During times of economic uncertainty, your clients are looking to save money any way they can. Here's how to keep them from price shopping
550 views0 comments
Brookelle Hunter
Mar 105 min read
Retention Focused Acquisition in Insurance - Work Smarter, Not Harder
With rising acquisition costs in the insurance industry, the most viable way to grow your agency is to acquire with retention in mind.
208 views0 comments
Brookelle Hunter
Feb 253 min read
How Tracking Call Information Boosts Efficiency
15+ years of client outreach has shown us that the info you keep record of directly correlates with positive interactions + higher retention
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Brookelle Hunter
Feb 254 min read
How to Systematically Contact Your Clients for Annual Customer Insurance Review Appointments
By reaching out to all of your customers annually to offer them a review meeting, you’ll cultivate a valuable book of business. Here's how:
227 views0 comments
Brookelle Hunter
Jan 283 min read
What are the advantages of staying top of mind with your existing insurance customers?
Staying top of mind isn't just helpful in marketing. There are serious advantages for agencies who stay top of mind with existing customers!
121 views0 comments
Brookelle Hunter
Jan 263 min read
The Biggest Reason Your Insurance Clients Cancel
Learn more about the biggest reason your insurance clients cancel (hint: it's totally within your control!)
1,871 views0 comments
Brookelle Hunter
Jan 96 min read
How to Sell w/out "Selling" - A Guide to Closing Sales w/out Looking Like an Insurance Salesperson
A Step-By-Step Guide to Closing Sales without Looking Like Just another Insurance Salesperson
832 views0 comments
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