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!

Learn more about the biggest reason your insurance clients cancel (hint: it's totally within your control!)

A Step-By-Step Guide to Closing Sales without Looking Like Just another Insurance Salesperson

Many insurance agents have mixed feelings about production in the Summer months. Learn how you can have both a fun AND productive summer!

Insurance agencies who adapt their growth strategy to focus on millennials and gen z will be far better off than those who don't.

If you haven't embraced virtual appointments with your insurance clients yet, it's time. Check out the things you're missing out on!

Did you know that utilizing social media can help you retain your existing insurance customers? Learn how in this blog post!

With the transition of traditional insurance to more digital options, the question has to be asked: are insurance review appointments dead?

Grow your insurance agency by holding regular review meetings with existing customers. Learn how these meetings benefit you & your clients!

Because of the commoditization of insurance, agents may struggle to sell and keep new policies. Check out the symptoms to watch for!

If you can't hard-sell during the meeting, how are you supposed to up-sell your customers? Investigate & Educate.

Despite all the benefits that come from annual insurance reviews, many agencies struggle to do them effectively due to these common pitfalls

These successful insurance agents have a lot to say about holding customer insurance reviews - how do they help with their retention?

This successful insurance agent shares his experience opening his agency and how his team increased efficiency and production.

This article won’t focus on how to calculate the value, but how to generate value over your career.

This enemy has emerged over the past decade and is turning confidence in a stable business model into uncertainty in a volatile market.

The most successful agents in the nation suggest that your goals as an agent will be met when you systematically focus on 3 things.

There are many sources of new insurance leads (especially cold leads), but these sources commonly create a retention problem.