• Retention Strategies: Mastering Renewal Lists and Client Outreach with Dawn Cate!

  • Nov 13 2024
  • Length: 26 mins
  • Podcast

Retention Strategies: Mastering Renewal Lists and Client Outreach with Dawn Cate!

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  • Summary

  • In this episode of the Insurance Producers Podcast, host Cyrus Jaffery is joined by insurance expert Dawn Cate to dive into proven strategies for retaining clients through effective renewal list management and proactive outreach. They explore the essentials of reaching clients with expiring policies, why closing the back door is crucial for agency growth, and the role of bundling home and auto insurance for both profit and client convenience. Cyrus and Dawn also discuss the economic impact on auto and home insurance rates and how maintaining regular client contact and data cleaning can make all the difference in retention. This episode has actionable insights to help agents prioritize communication and retention for sustainable success.
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