🎯 Start Here for Improving Your Renewal Operations in 2025 🎯 Retention isn’t just about keeping clients—it’s about creating value, building trust, and driving growth. 💡 We’ve put together a 5-step framework to help you kickstart your retention strategy for 2025. From uncovering key insights in your data to automating workflows that save your team time, this guide is packed with actionable tips you can implement today. ✨ Here’s a sneak peek of what’s inside: The #1 step most agencies overlook when tackling retention operation struggles? How starting renewals earlier can actually save you more time. The automation hack that frees your team to focus on what really matters. 💬 Ready to make retention your competitive edge in 2025? Click through our carousel to uncover all 5 steps and set your agency up for success!
Building sales and digital marketing engines for insurance agencies, MGAs and insurtechs | Host of the #DataSpartan podcast | 90s wrestling aficionado | motiveengage.com
3dAn agency's biggest competitive advantage is their ability to be agile and nimble, as opposed to the big, slow carriers Use this to your advantage to give a personal touch to your clients that can scale easily