The Hidden Cost of Last-Minute Renewals and What to Do About It
Last-minute renewals are quietly costing agencies more than they realize.
18 days ago
clients
Balancing Growth and Retention for Insurance Agencies and Brokers
achieving the right balance between growth and retention is no small feat. The competing goals of expanding premium revenue and securing long-term clients often pull agents and brokers in different directions.
a month ago
The Value of Proactive Communication in Client Retention for Insurance Agents & Brokers
Client retention is the foundation of a successful insurance practice. One of the real differentiators for a successful client partnership lies in how you communicate with your clients.
2 months ago
Stop the Spreadsheet Scramble: A Smarter Way to Manage Your Agencies' Renewals
Teams are often stuck working through outdated spreadsheets, manually tracking X-dates, logging into carrier portals one-by-one, and rushing to remarket accounts at the last minute. The result? Missed opportunities, lost revenue, and team burnout
2 months ago
The Role of Automation in Enhancing the Insurance Customer Experience
The insurance industry has seen some of the fastest technology growth in the last five years, perhaps ever. This aligns with consumer expectations, as today's insurance customers expect fast, seamless, and personalized experiences comparable to those offered by e-commerce ts like Amazon and Google
3 months ago
Transforming Policy Servicing for Personal & Commercial Lines with ReFocus
Manual renewal processes cost agencies time and money. Discover how automation can streamline servicing and boost profitability.
3 months ago
3 Ways Automation Improves Your Renewal Outcomes
Insurance agencies operate in a fast-paced environment. Yet, many agencies still rely on outdated, manual processes that slow them down, drain resources, and lead to lost revenue.
4 months ago
Featured
public
agency automation
The Future of Insurance Client Retention in a Data-Driven World
Client retention has always been a critical success factor for insurance agencies, brokers, and the industry.
By
Colby Tunick