ICA Insurance Education

As the year winds down, let's focus on strategies to boost client retention and drive referrals. #ICAInsuranceEducation #ClientRetention #Referrals #GrowthBusiness #BusinessEducation #Insurance #InsuranceEducation

We're so grateful for the kind words and 5-star reviews! ⭐ ⭐ ⭐ ⭐ ⭐ Your referrals mean the world to us. 😃 #ICA #5starreviews #insuranceeducation #referrals

Why Do Clients Leave Their Insurance Agent—and How Can You Keep Them? As an independent agent, understanding why customers move on is key to building lasting relationships. Here are the top 3 reasons clients say goodbye—and the strategies you can use to boost retention: 3 Reasons Clients Leave: Lack of Proactive Communication: They only hear from you at renewal time, feel like you’re out of reach, or don’t see enough personalized engagement. Infrequent Policy Reviews: Their coverage never evolves with their life changes. Without regular check-ins and guidance, clients might think they can do better elsewhere. Weak Claims Support: Clients expect you to advocate for them. If navigating claims is cumbersome and they don’t feel supported, they lose trust—and move on. Strategies to Keep Clients Coming Back: Proactive, Personalized Outreach: Schedule regular check-ins, send seasonal tips, and be available across multiple channels—phone, email, text, even video chat. Value-Added Policy Reviews & Education: Offer annual coverage assessments, highlight savings opportunities, and provide easy-to-understand educational resources on insurance trends. Enhanced Claims Support: Guide clients step-by-step through the claims process, follow up after resolution, and show your appreciation for their business. Focusing on these areas transforms your role from a one-time policy provider into a trusted advisor and advocate. By communicating regularly, advising thoughtfully, and supporting clients when they need it most, you’ll strengthen relationships, build loyalty, and keep clients by your side for the long haul. I coach our agencies here at BGI Agency Network, Inc. on successful strategies such as client retention and many more. Talk with me more about your future with a growth coach like me. RDysart@BGINetwork.com #clientretention #independentinsuranceagent

▶️ Some agencies face obstacles that prevent them from writing more commercial policies. What are the most challenging hurdles your agency faces when writing commercial policies? ✍ 🏢 Share more in the comments.

Another 5-Star Google review for one of our latest courses! Jody Witter ⭐ ⭐ ⭐ ⭐ ⭐ I really appreciate taking classes from David! He does a great job of sharing the relevant information as well as making it fun. He presents in a way that it feels like he is walking along side of you in the training not above you. He is always available to answer questions. Thank you so much! https://lnkd.in/gUdkcRSU

Professional Liability can save the day for your clients. Join us for ICA's Monthly Featured Course on Professional Liability next Wednesday, November 20th. #ICAInsuranceEducation #insuranceagencies #freecourse #businessgrowth #professionalliability

Join us for our FREE November Course: Professional Liability: Safeguarding your Professional Service Clients  Wednesday. November 20th 30 minutes, 11:00 AM MST - 11:30 AM MST ✨REGISTER NOW>https://lnkd.in/eqwubvS4 How many businesses do you encounter daily that provide professional services or advice? Lawyers, accountants, consultants, engineers, and many other professionals rely on their expertise to serve clients. But how many of these businesses are truly protected from potential claims arising from errors, omissions, or negligence? The Shocking Truth: Many businesses, especially small businesses, mistakenly believe that their General Liability insurance covers professional liability risks. This misconception can lead to devastating financial consequences. Don't Let Your Clients Be Vulnerable! Join us for ICA's Monthly Featured Course on Professional Liability. In this 30-minute informative session, we will delve into: ✔Understanding Professional Liability: What it is and why it's essential for you to have in your arsenal. ✔Common Misconceptions: Clearing up the confusion between General Liability and Professional Liability. ✔Key Coverages: Exploring the specific protections offered by Professional Liability insurance. ✔Real-World Scenarios: Learning from case studies to understand the potential risks. ✔Risk Management Strategies: Implementing practical tips to minimize exposure. Protect your client's business, safeguard your reputation, and secure your client's future. #ICA #InsuranceTraining #ProfessionalLiability #ErrorsAndOmissions #InsuranceAgents #MarketingStrategy #ContinuingEducation #FreeCourses #BusinessGrowth

Get productive.

🗳️ It’s Election Day! As you encourage your clients to cast their votes, don’t forget to remind them to ELECT to have the right insurance coverage! Whether they’re heading to the polls or watching the results unfold at home, your agency is here to ensure they’re covered every step of the way. 🏠🚗💼 Just like with elections, life keeps moving—so make sure your clients have the protection they need to stay secure. Stay informed, stay connected, and keep helping your clients make the best choices for their future.   #ICA #ElectionDay #ElectToHaveTheRightCoverage #AgencySupport #InsuranceEducation #HereToHelp #ProtectionThatFits

🎃🦇👻 Happy Halloween from the crew that makes learning insurance anything but boring.