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March 9, 2016

Four Ways to Drive Retention

1 min read

Topic: Growth Agent Insight Video strategy sales marketing

I want to talk to you today about a way to drive growth to your agency, by creating retention of your existing business. I have a few ideas to share with you.

The first thing you can to do to make sure you “lock the door” to make sure customers don’t leave is to develop a welcome package when they first arrive. This is a great way to orient them to your agency and all the products and services you offer. Let customers know how you will protect them and their families. This is the first thing you can do to make sure you can keep customers forever.

My next suggestion is to communicate 8-10 times a year with every customer, in at least 2-3 different ways. Tell them about things they care about. Remind them it is about to freeze, remind them of other ways you can help protect their families, etc.

Third, be early with renewals. Provide the renewal 60 to 90 days ahead of time and be sure to give the customer options. Show them you are working overtime to take care of their needs.

Lastly, be grateful. People love to be appreciated and needed. Be sure to say thank you.

These four suggestions will help drive tremendous growth in your agency by “locking the door” and keeping customers forever.

Tony Caldwell is a modern “renaissance man,” who is not only immensely successful in the field of insurance, but is also a writer, children’s advocate, mentor and even a licensed pilot.

Always keen on helping others make their dreams come true, Tony and his team have helped independent agents grow into more than 250 independent agencies. This has made OAA the number one ranked Strategic Master Agency of SIAA for the last 5 years, and one of Oklahoma's 25 Best Companies to Work for.

Tony loves to share his knowledge, insight and wisdom through his bestselling books as well as in free mediums including podcasts and blogs.

Tony and his family are members of Crossings Community Church, and he is very active in community initiatives: he’s chairman of It’s My Community Initiative, Inc., a nonprofit working with disadvantaged people in Oklahoma City; and chairman of the Oklahoma Board of Juvenile Affairs., and he has served through many other organizations including the Salvation Army, Last Frontier Council of the Boy Scouts of America, and the Rotary Club.

In his spare time, Tony enjoys time with his family. He’s also an active outdoorsman and instrument-rated commercial pilot.