account retention

Articles tagged with account retention


Front-Line Employees: Critical To Success

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FRONT-LINE EMPLOYEES: CRITICAL TO SUCCESS by Emily Huling CSRs can make or break your retention rate. In this document, Emily Huling discusses the proper methods for hiring, tra...

Hardening P/C Market Shouldn’T Stop Growth In Life/Health Sales

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HARDENING P/C MARKET SHOULDNT STOP GROWTH IN LIFE/HEALTH SALES by Emily Huling A lot of agents are breathing a sigh of relief over the hardening of the Property/Casualty market, but ...

How Good Is Your Competition?

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HOW GOOD IS YOUR COMPETITION? A Competitive Position Analysis Agencies can benefit from comparing themselves to their closest competitors: other independent agents, direct writers, even b...

Managing For Proper Service

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MANAGING FOR PROPER SERVICE by Catherine Oak Follow these guidelines to boost retention rates and earnings. Due to the costs of producing and servicing an account, the av...

Managing Small Accounts

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MANAGING SMALL ACCOUNTS by Carol Hammes Most independent insurance agencies consistently receive between 15% and 25% of their total revenues from their 10 largest accounts. If you think that your ...

Optimal Long-Term Producer Incentives

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OPTIMAL LONG-TERM PRODUCER INCENTIVES by Larry Morrison and Gary Jacobson The optimal program for producers involves training and support, short-term compensation and in...

Preparation Is Key To Maximizing The Value Of Your Agency

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PREPARATION IS KEY TO MAXIMIZING THE VALUE OF YOUR AGENCY by Sharon Cunningham Use these guidelines to increase your agencys value and get the best price w...

The Business Development Plan - Part 1 Of 4

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This four-part article offers a step-by-step, comprehensive plan for growing your agency’s business.

What To Do When A Customer Complains

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No matter how hard you try, customers will find fault with you or your staff. How you handle those complaints will determine your account retention and customer satisfaction rate. Here are three key guidelines to help the cause.

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