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How to Increase Policyholder Retention & Referrals

How to Increase Policyholder Retention & Referrals

It can be difficult retaining business and if your insurance brokerage has noticed a drop in policyholder retention and referrals it’s time to put in some extra work to differentiate yourself from other businesses.   We’ve compiled a list of 5 ways to increase...
How to Build Customer Loyalty in Insurance

How to Build Customer Loyalty in Insurance

It shouldn’t come as a surprise that the insurance industry faces growing challenges in keeping customers loyal. With many clients viewing insurance simply as a dull, necessary task, paired with certain insurers known for bad customer service it can be difficult to...
Best Customer Loyalty Software

Best Customer Loyalty Software

The insurance market is more competitive than ever. With challenges to smaller insurance companies coming from all angles, it can be hard to keep up with the ever-evolving marketplace. Plus, as Google enters more of the insurance market, there is going to be a new...
How to make the most of Loyalty in Sales periods

How to make the most of Loyalty in Sales periods

During a sales period, you want your customers to be buying at record speed. However, it’s essential that you put the groundwork in earlier on in the year to ensure that your big sales periods go well. Rewarding customers all year round and building that brand trust...