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

It's no secret to most insurance agents that referrals are valuable. Let's dive into 5 compelling statistics about referrals!

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

Despite the advantages of multi-lined customers, the average agency produces only 1.4 policies per household. Let's change that!

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:

There's no one-size-fits-all solution for insurance appt. setting. That's why we laid out the costs and benefits of two common approaches.

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

We've scoured the internet for unique and effective goal setting tips! Read them here and make 2024 a successful year for your agency.

Annual customer insurance reviews don't only help increase retention, cross-selling, and referrals. They can also protect your agency! How?

Did you know that there are real, monetary benefits of training your staff members to conduct customer insurance review meetings?