As insurance rates go up so should the number of insurance policy reviews within your agency!
Sticking your head in the sand and hoping that customers won’t call and complain about rate increases will only cause you to lose customers, revenue, and profit sharing.
While you can’t save every customer, an effective policy review process will allow you to address the customers that are at high risk for flight.
Examples are monoline customers, customers with a premium increase higher than a trigger amount, customers with glaring coverage weaknesses on their insurance policies, and customers that just need to know the agency has their best interest at heart and are more than cashiers and order takers for the carriers.
In a world with A.I. Tools, your competitors are coming after your customers harder than ever. Don’t get left behind.
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