13 ways to get a 97% retention
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Check out this slideshare of Agency Revolution's Webinar from July 19th giving you 13 ways to get a 97% retention rate
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13 ways to get a 97% retention
- 1. © 2016 Agency Revolution, All Rights Reserved 13WaysTo Get A 97% Retention Rate
- 2. © 2015 Agency Revolution, All Rights Reserved Remember, this is a‘live’ webinar. You can type your questions here.
- 3. © 2015 Agency Revolution, All Rights Reserved Michael Jans, CEO Agency Revolution.
- 4. © 2015 Agency Revolution, All Rights Reserved
- 5. © 2015 Agency Revolution, All Rights Reserved Thank you to our industry partners
- 6. © 2015 Agency Revolution, All Rights Reserved Thank you to our sponsor
- 7. © 2015 Agency Revolution, All Rights Reserved 13WaysTo Get A 97% Retention Rate
- 8. © 2015 Agency Revolution, All Rights Reserved +Delight At Every Stage in the Process Attract Convert Optimize Retain The ACOR + Marketing Model Prospects Buyers Clients PromotersLeads C O RA
- 9. © 2015 Agency Revolution, All Rights Reserved Convert C Optimize O Retain R Attract A $$$$ $$$ $$ $Cost Value Leverage Wealth and Equity Reliable Income New Income Future Income
- 10. © 2015 Agency Revolution, All Rights Reserved Vision • Deeper Understanding of Increased Retention • Deeper Understanding of the Psychology of Retention • Action PlanTo GetYouThere
- 11. © 2015 Agency Revolution, All Rights Reserved 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 andTHREE times the value of a neutral client!YUP, SEVEN times!!!
- 12. © 2015 Agency Revolution, All Rights Reserved Obstacles • Taken for granted • Underuse of NurturingTechnology • Lack of Strategy
- 13. © 2015 Agency Revolution, All Rights Reserved Transformation
- 14. © 2015 Agency Revolution, All Rights Reserved “But - really - isn’t price all that matters?!”
- 15. © 2015 Agency Revolution, All Rights Reserved 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.
- 16. © 2015 Agency Revolution, All Rights Reserved 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.
- 17. © 2015 Agency Revolution, All Rights Reserved Tribal Species
- 18. © 2015 Agency Revolution, All Rights Reserved
- 19. © 2015 Agency Revolution, All Rights Reserved 13WaysTo Get A 97% Retention Rate
- 20. © 2015 Agency Revolution, All Rights Reserved Culture Staff Tech
- 21. © 2015 Agency Revolution, All Rights Reserved Organic Growth PlannerTool
- 22. © 2015 Agency Revolution, All Rights Reserved 1) Monitor Retention Per Producer Culture 91% 93%
- 23. © 2015 Agency Revolution, All Rights Reserved 2 ) Monitor Retention Per CSR Culture 95%90%
- 24. © 2015 Agency Revolution, All Rights Reserved 3 ) Send Holiday Cards Culture
- 25. © 2015 Agency Revolution, All Rights Reserved 4 ) Routinely Coach andTrain Staff on Customer Service/Experience Culture
- 26. © 2015 Agency Revolution, All Rights Reserved 5 ) Monitor Retention Per Niche/Class of Business Culture 80 85 90 95 100 High Value Home Motorcycle Transportation
- 27. © 2015 Agency Revolution, All Rights Reserved 6 ) Offers“free reports”and other educational material to customers Staff
- 28. © 2015 Agency Revolution, All Rights Reserved 7 )Thank Customers for their Business Staff
- 29. © 2015 Agency Revolution, All Rights Reserved Check your email after the webinar for a free copy! OrVisit agencyrev.co/1Y2flfA to get it now
- 30. © 2015 Agency Revolution, All Rights Reserved 8 ) Nurturing Messages Tech
- 31. © 2015 Agency Revolution, All Rights Reserved 9 )“Heart to Heart”Messages Tech
- 32. © 2015 Agency Revolution, All Rights Reserved Psychology ofTrust 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. Show gratitude. 1 2 3 4 5
- 33. © 2015 Agency Revolution, All Rights Reserved Check your email after the webinar for a free copy! Or visit bit.ly/29VbQIh to get your copy now.
- 34. © 2015 Agency Revolution, All Rights Reserved 10 ) Post Community Engagement onWebsite Tech
- 35. © 2015 Agency Revolution, All Rights Reserved 11 ) Birthday Messages Happy Birthday!
- 36. © 2015 Agency Revolution, All Rights Reserved 12 ) Claims Campaign "What would you do if..." Tech
- 37. © 2015 Agency Revolution, All Rights Reserved 13 ) Disaster Preparedness Messages Tech
- 38. © 2015 Agency Revolution, All Rights Reserved Bonus Secret
- 39. © 2015 Agency Revolution, All Rights Reserved 14 ) Customized Education/ Risk Management Tech
- 40. © 2015 Agency Revolution, All Rights Reserved Action Items
- 41. 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
- 42. © 2015 Agency Revolution, All Rights Reserved Free Gift PredictsYour Future Income
- 43. © 2015 Agency Revolution, All Rights Reserved
- 44. © 2016 Agency Revolution, All Rights Reserved