High customer retention rates consistently and positively correlate with high profits. So how do you boost your retention rates?

Learn how you can sustainably grow your insurance agency by focusing on opportunities within your current book of business!

Having a loyal book of business is crucial to insurance agency growth. Are you doing all you can to retain your customers?

You know that regular policy reviews with your clients help increase retention, cross-selling, and referrals, but what else do they do?

Are you onboarding your new clients in a way that fosters high retention rates in your insurance agency? Learn how today!

A Needs Assessment form helps your insurance clients identify their own needs and sets you up for multi-lining success!

Some insurance agents assume there won't be much ROI from prioritizing current customer appointments. Let's lay that assumption to rest.

Insurance agents - ask yourself, does this specific communication add value to your customer’s experience?

The benefits of proactive retention efforts speak for themselves. Learn how to implement proactive retention in your insurance agency!

Many insurance agents opt not to "poke the sleeping bear" when rates increase, but look at these benefits of approaching renewals head on!

Since the average review for insurance agencies is 4.53 stars, it’s vital for your agency to have positive online reviews to compete.

Insurance Agent of 50 years, Cecil Burt, sat down with me to talk proactive customer outreach and virtual appointments at his agency.

At Engagex, we're more than just appointment schedulers - we're creators of positive interactions. Our guiding values help us to do so.

Appointments are not the be-all end-all of your customer outreach - discover the many other benefits of your consistent client outreach!

The most important thing you can do to increase your client retention is communicating often with your clients.

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

With rising acquisition costs in the insurance industry, the most viable way to grow your agency is to acquire with retention in mind.

15+ years of client outreach has shown us that the info you keep record of directly correlates with positive interactions + higher retention

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:

Staying top of mind isn't just helpful in marketing. There are serious advantages for agencies who stay top of mind with existing customers!