Tag: Client Retention

Episode 104: Slam the Back Door Shut

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In today’s episode, I want to talk about slamming your back door shut. What does that mean?  While you are focused on getting new clients and obtaining new ventures, you may have clients slowly and quietly slipping out the back door. Now is the time to make sure this is not happening to you.

Highlights:

  • The importance of focusing on retention and reviewing your numbers
  • Finding the right coach for the right focus to ensure you are doing everything for your business
  • Having diversity in your team leaders skills is a definite asset to a winning team
  • Always staying on top of your scorecard with regular defined meetings
  • Increase your retention with the number of policies you can offer a client
  • Your scorecard for your agency should be based on the culture, the characteristics, the traits, and the makeup of your own agency business
  • Creating moments of check-ins with your clients that are not based on the renewal period of the policies
  • Strategies for handling those clients that have lapsed in payment that may increase retention

 

Links mentioned:

www.uppfaststart.com

www.beunstoppablebootcamp.com

 

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

 

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email [email protected]

Episode 103: Tapatio Reveals All

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We are very excited to have today’s guest, UPP’s rock, Andrea Wyatt.  Andrea and I have been working together for the past 11 years and those in our program know that she is an invaluable asset.  In today’s episode, Andrea and I are going to talk about the strategies developed and lessons learned on the way to helping other agencies find the growth they need to lead a life that is on their own terms.

Highlights:

  • The effectiveness of implementing a Non-Pay Cancellation Automation that actually increased the reinstation of clients without having to personally reach out to them each time
  • The implementation of the Lost Souls Campaign, its response success, and the number of clients that reached out wanting to work with us again
  • Utilizing jot forms in order to assist with quotes, sales, and implementing changes to client’s insurance portfolio
  • Increase your connections with clients through the use of video instead of relying on the content copy all the time
  • Solidify your relationships with referral partners, these are great ways to gain introductions to potential new clients
  • A look at the three marketing tips that Andrea has for you: Lists, Data and Automation
  • Ninja Tip: Pre-assembled welcome kits

 

Links mentioned:

www.uppfaststart.com

www.beunstoppablebootcamp.com

 

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

 

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email [email protected]

Episode 91: The VIG Way Leads to Profits

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Jose Villa had the dream that he wanted to build a legacy and he has done just that. Jose is one of our high performing Platinum Coaching Members and he is here to share how he and his wife built the agency they have today through innovation and technology  Grab a pen and paper.  You are not going to want to miss this!

Highlights:

  • Learning to delegate as you cannot do everything your self
  • The process of implementing change resulting in a change of employees as well
  • How implementing technology saved them time and money; from paperless forms to online client requests to internal checklists
  • Giving the customers the tools to connect with us efficiently and with satisfaction
  • Implementing a renewal strategy that increases retention and the lifetime value of a customer

 

About Jose Villa

As one of the founders of Villa Insurance Group Jose Villa possesses 15 years of experience in the insurance industry and currently serves as Vice President. His daily responsibilities include marketing development, general agency management and individual client needs analysis with an emphasis on building long term relationships while providing the very best customer experience. His previous experience in the commercial property and construction management have made him a commercial lines insurance specialist and has negotiated and placed hundreds of commercial insurance policies for businesses of all sizes.

In Jose’s spare time he enjoys fishing in our beautiful Washington lakes, mountain bike riding and playing golf. Jose has been married to Jessica Villa and has 3 amazing children. His love of our community and passion for helping others has led him to volunteering in coaching soccer and basketball for his children.

https://www.villainsurancegroup.com/

https://www.facebook.com/VIG9000/

 

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

 

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email [email protected]

Episode 83: More Money for YOU

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I am excited to delve into today’s topic on promotions and marketing strategies.  It is a topic that I love to teach, share, and implement. I am going to give you some insight and thought-provoking questions to help you think about what you are doing in this ever-important area. Remember if you have not started some of these strategies yet, it is not too late to start.

Highlights:

  • What types of selling methods are you using, and have you tested?
  • Unique Selling Propositions
  • Knowing your retention rates and why clients left
  • Targeting markets or specific categories of clients
  • Utilizing client testimonials and success stories
  • Testing your telemarketing scripts
  • The lifetime value of a client
  • Using PR Media
  • Backing up promotional positioning with articles and reports
  • Building your email list
  • Adding an umbrella to quotes
  • Knowing the top 10 objections of your prospect clients

 

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

 

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email [email protected]

Episode 76: The Easiest Money You Will Ever Make

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The easiest money that you are ever going to earn or make, is the money that you are already earning or making.  This is a reminder that although you can create leads to attract new business, you must ensure you have a marketing strategy aimed at your existing clients as well.

Highlights:

  • The story of Russell Herman Conwell
  • Ninja Stealth Tips
  • Mining your “Acre of Diamonds”
  • The Bain and McKenzie Studies and how the number of policies held correlates to customer retention
  • Strategies for reaching out to your clients

 

Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email [email protected]

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