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© 2016 Agency Revolution, All Rights Reserved
13 Ways To Get A 97% Retention Rate
© 2015 Agency Revolution, All Rights Reserved
Remember, this is a ‘live’ webinar.
You can type your questions here.
© 2015 Agency Revolution, All Rights Reserved
Michael Jans, CEOAgency Revolution.
© 2015 Agency Revolution, All Rights Reserved
© 2015 Agency Revolution, All Rights Reserved
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
© 2015 Agency Revolution, All Rights Reserved
+DelightAt Every Stage in the Process
Attract Convert Optimize Retain
The ACOR + Marketing Model
Prospects Buyers Clients PromotersLeads
C O RA
© 2015 Agency Revolution, All Rights Reserved
ConvertC
OptimizeO
RetainR
AttractA
$$$$$$$
$$$Cost
Value
Leverage
Wealth and Equity
Reliable Income
New Income
Future Income
© 2015 Agency Revolution, All Rights Reserved
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?!”
© 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.
© 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.
© 2015 Agency Revolution, All Rights Reserved
Tribal Species
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© 2015 Agency Revolution, All Rights Reserved
13 Ways To Get A 97% Retention Rate
© 2015 Agency Revolution, All Rights Reserved
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
© 2015 Agency Revolution, All Rights Reserved
© 2016 Agency Revolution, All Rights Reserved