Insurance Agency Policy Retention

The Destination for Insurance Agents to learn best practices for optimizing retention, multi-lining policyholders, and keeping clients happy. Subtopics covered include; referrals, customer service, customer success and more!

  • Evolving With the Customer - Hunter Ingram.13:47

    Evolving With the Customer - Hunter Ingram.

    Do you answer phone numbers you don’t recognize? Do you call them back or even check the voicemail? How about an email from a company you don’t already do business with? Do you immediately swipe right

    Watch Video
  • Using Data vs. Gut Feel to Drive Your Business - John Tawadros36:15

    Using Data vs. Gut Feel to Drive Your Business - John Tawadros

    For a small business owner with limited resources, a marketing budget is a limited and precious commodity. With a plethora of competing marketing options available, we typically shut down a strategy o

    Watch Video
  • Starting an Insurance Agency? Your First 30 Days.

    Starting an Insurance Agency? Your First 30 Days.

    EverQuote Pro launches three blog posts on starting/buying an insurance agency. The first 30, 60 and 90 days are covered. We cover Industry terms, buying a book, carriers, independent and scratch.

    Read Article
  • 4 Strategies for Increasing Conversion

    4 Strategies for Increasing Conversion

    Master agile ways to increase conversion in your agency. Speed to contact, maximizing accounts, building rapport, and leveraging processes are all covered via EverQuote Pro.

    Read Flipbook
  • Implementing Technology at Your Insurance Agency

    Implementing Technology at Your Insurance Agency

    Many agencies have the tools and technology, but they’re not being used effectively, if at all.

    Read Article
  • loading
    Loading More...