Boost Your Retention Strategy In a Challenging Insurance Market.

How can you use existing and emerging technology to create a solid retention strategy in today’s market?

Watch on-Demand

Big I Programs

Boost Your Retention Strategy In a Challenging Insurance Market

Recorded on August 21, 2024

How can you use existing and emerging technology to create a solid retention strategy in today’s market?

Watch Matthew Smith from ACT Supporting Partner ClientCircle and ACT’s Executive Director, Chris Cline give practical tips on how to build a simple, data-driven and effective retention strategy for your  agency. 

Learn:

  • How to capture client sentiment regularly and effectively
  • What to do about unhappy clients and how to quickly retain at-risk accounts
  • Strategies for improving customer loyalty and satisfaction
  • Communications to send throughout the year to positively affect retention
  • Which tech solutions can help you automate your retention efforts. 
watch on-demand