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If you get an idea or two please share this resource with a colleague and if you have ideas to add let me know in the comments below.
![]() Retention is necessary to build and maintain a successful insurance agency. Every agent knows that. You know small boosts in retention will grow long term profit immensely. You know it costs more to get new customers than to keep current ones. And you probably know the pain of losing more policies than you wrote in a week.
![]() Good processes are the key to success in your insurance agency. That’s why I put together a resource with the most important processes for successful insurance agencies. I’ve included important considerations and helpful resources for each process below. There’s a lot of information on this page so I also made a few links to help you get around:
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