About
Insurance has some of the highest customer acquisition costs of any industry. It costs 7-9x more for an agency to bring in a new customer than to retain one. And it’s no secret that renewals also account for the majority of an agency’s income, with estimates suggesting that 80-90% of revenue comes from existing clients renewing policies. But how can you use existing and emerging technology to create a solid retention strategy in today’s market?

Join our webinar to get practical tips on how to build a simple, data-driven and effective retention strategy for your agency.

We will discuss:
· How to capture client sentiment regularly and effectively
· What to do about unhappy clients and how to quickly retain at-risk accounts
· Strategies for improving customer loyalty and satisfaction
· Communications to send throughout the year to positively affect retention
· Which tech solutions can help you automate your retention efforts

We’ll save plenty of time for your questions. See you there!
Presenters
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Chris Cline
Executive Director, Agents Council for Technology (ACT)
Through Chris Cline’s 25+ years in the insurance industry, he has established himself as an industry resource for topics such as perpetuation, merger and acquisition, culture, agency operations, marketing and sales, data and analytics, and has had multiple speaking engagements around these topics. In spring of 2022, Chris assumed leadership of the Agents Council for Technology as ACT’s Executive Director.
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Matthew Smith
Business development, ClientCircle
Matthew began his career as a successful insurance agent in his hometown of Des Moines, Iowa. From there, he built an award-winning real estate company and followed that up with a software company for real estate agents. In 2015, Matthew joined ClientCircle and has been helping grow the company ever since.
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