🎙️ How to Retain Commercial Insurance Clients: Renewal Process Guide 🏢🔒
Commercial renewals don't have to be chaotic! In this episode of the Ridiculously Amazing Insurance Agent Podcast, Kelly shares the ultimate guide to retaining commercial clients through a structured, proactive renewal process. 💼📊
When multiple team members are involved, clear leadership and defined roles are key to making sure nothing falls through the cracks — and your commercial clients feel well taken care of. 💪✨
🧠 Here's what you'll learn in this episode:
✅ Why strong leadership is essential during commercial renewals
✅ How to coordinate your team to reduce confusion and friction 🤝
✅ The importance of proactive client communication — especially in commercial lines 📞
✅ How renewal reviews uncover changes in operations and reveal cross-sell opportunities 💡💲
✅ Strategies for assigning clear responsibilities and managing timelines ⏱️
✅ Introduction to our Renewal Review Call Program:
🔹 In-person training
🔹 Remote sessions
🔹 Group training
🔹 Online self-paced course
💡 BONUS: Get a sneak peek at our next episode — handling upset customers like a pro! 😠➡️😊
👉 LIKE, COMMENT, and SUBSCRIBE for more ridiculously amazing insights that help you grow and retain your book of business!
🔥 Check Out Our Latest Blog: Is Your Agency Above the Average Retention Rate for Insurance Industry? https://bit.ly/3YL2Ay5
🎉 Get Your FREE Agency Retention Express Mini Renewal Review Form & Scripts https://bit.ly/August2025Freemium
🚀 Introducing Agency Retention http://bit.ly/agencyretention
📈 Ready to Take Your Agency to the Next Level? Book a Meeting with Agency Performance Partners for Tailored Strategies That Drive Real Success. Schedule Your Consultation Today! Book Now https://bit.ly/meetwithAPP
🤝 We're Agency Performance Partners; APP is your insurance agency's best friend when it comes to training, strategies, brutal truth & tough love that'll grow your agency with hugs & high fives along the way….just like a BFF. LEARN MORE: https://bit.ly/APP-Website
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