Become proactive in your agency’s retention process to review every customer’s account at renewal.
Improved Customer Service
Communicate with every customer prior to the renewal to reinforce your agency’s value.
Utilize new technology to conduct and manage renewal process without increasing staff.
Utilize the policy sync feature to rapidly update a customer’s information and submit for quotes.
Instant view into price and comparison of current policy and renewal to identify any changes.
Each additional point of retention corresponds to a specific dollar amount for each agency of increased profit.