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When Your Retention Needs to be More Proactive
Agency Nation Radio
English - January 15, 2019 08:30 - 19 minutes - 26.6 MB - ★★★★ - 44 ratingsBusiness marketing insurance insuranceindustry insurancemarketing insurancesales insurancetechnology Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: What Happens When Insurance is Delivered in Minutes Not Hours?
Next Episode: How to Never Worry About the Phone Ringing Again
It usually starts when you notice you're not getting chances you never had to worry about before.
When that happens it normally means you forgot to refill that clients value bucket at some point.
Because the fuller you keep the less you have to worry about anything going wrong.
The easiest way to keep if full is by constantly being proactive and maintaining the relationship in the most convenient way possible.
That's what I talk to Kim Wood, of Toby & Merril Insurance, about her new mission to stay ahead of everything.