13 ways to get a 97% retention

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13 Ways To Get A 97% Retention Rate

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Remember, this is a ‘live’ webinar.

You can type your questions here.

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Michael Jans, CEOAgency Revolution.

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Thank you to our industry partners

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Thank you to our sponsor

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13 Ways To Get A 97% Retention Rate

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+DelightAt Every Stage in the Process

Attract Convert Optimize Retain

The ACOR + Marketing Model

Prospects Buyers Clients PromotersLeads

C O RA

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ConvertC

OptimizeO

RetainR

AttractA

$$$$$$$

$$$Cost

Value

Leverage

Wealth and Equity

Reliable Income

New Income

Future Income

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Vision

• Deeper Understanding of Increased Retention

• Deeper Understanding of the

Psychology of Retention

• Action Plan To Get You There

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Why?97% Retention

Earn my loyalty and I’ll reward you.

2.5 Referrals

25% More Insurance

…SEVEN times the lifetime customer value of a low loyalty client and THREE times the value of a neutral client! YUP, SEVEN times!!!

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Obstacles

• Taken for granted

• Underuse of Nurturing Technology

• Lack of Strategy

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Transformation

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“But - really - isn’t price all that matters?!”

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0

0.125

0.25

0.375

0.5

0.2

0.13

0.24

0.43

1st 2nd 3rd 4th & 5th

Which quote gets approved by the consumer?

EZLynx. Brady Polansky presentation to ACT. February, 2015.

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0

0.15

0.3

0.45

0.6

0.53

0.45

0.37

0.19

2nd 3rd 4th 5th

How much higher are subsequent quotes?

EZLynx. Brady Polansky presentation to ACT. February, 2015.

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Tribal Species

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13 Ways To Get A 97% Retention Rate

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Culture Staff Tech

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Organic Growth Planner Tool

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1) Monitor Retention Per Producer

Culture

91% 93%

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2 ) Monitor Retention Per CSR

Culture

95%90%

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3 ) Send Holiday Cards

Culture

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4 ) Routinely Coach and Train Staff on Customer Service/Experience

Culture

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5 ) Monitor Retention Per Niche/Class of Business

Culture

80

85

90

95

100

High Value Home Motorcycle Transportation

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6 ) Offers “free reports” and other educational material to customers

Staff

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7 ) Thank Customers for their Business

Staff

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Check your email after the webinar for a free copy!

Or Visit agencyrev.co/1Y2flfA to get it now

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8 ) Nurturing Messages

Tech

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9 ) “Heart to Heart” Messages

Tech

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Psychology of Trust

Because it Makes People

Feel you are approachable and human.

Feel good about you.

Perceive relationship.

Want more of you.

Follow you.Lead with expertise.

Communicate with frequency.

Add value.

Be vulnerable.

Showgratitude.

1

2

3

4

5

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Check your email after the webinar for a free copy!

Or visit bit.ly/29VbQIh to get your copy now.

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10 ) Post Community Engagement on Website

Tech

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11 ) Birthday Messages

Happy Birthday!

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12 ) Claims Campaign

"What would you do if..."

Tech

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13 ) Disaster Preparedness Messages

Tech

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Bonus Secret

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14 ) Customized Education/ Risk Management

Tech

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Action Items

1. Check Your Email• Replay of Today’s Presentation

• 9 Great Emails Ebook & Heart to Heart Ebook

• The Thought Leadership Ebook

• The Easy Millions Wealth Builder Spreadsheet

• Link to AR Slideshare

2. Select 3 Items To Implement Today with Your Team

3. Register for next months Webinar- Marketing to Millennials: How to Connect and Sell to the Largest Market in North America

http://go.agencyrevolution.com/aug24/reg

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Free Gift

Predicts Your Future Income

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