8 Tips to Increase Lifetime Value Of Your P&C Clients | Insurance Agency Playbook

Shoot Us A Message!

Are you looking for ways to increase the lifetime value of your P&C clients? 

If so, you're in luck! In this video, we offer 8 tips that can help you do just that. From providing great customer service to keeping in touch regularly, we share a range of tips that will help you retain your clients and boost your bottom line.

Introducing these 8 tips to your business can redefine your business metrics.

First things first learn about your client. Know what they require. Knowing what your client wants is the ultimate way to make them happy. 

Second, Educate your client, most clients come from a non-marketing background. Educating clients rightly can help them to navigate their decisions. 

Thirdly, Stay in touch. Clients are more prone to choose people who catch up with them from time to time and are genuinely concerned about them.

Fourthly, Offering discounts, Studies have shown that giving discounts, has changed the dimensions of sales. Having a more effective discount strategy can shape your numbers.

Fifth, Reward Loyalty. Humans are prone to reciprocity if you send a gift appreciating their loyalty. This would create a ripple effect making the client turn back to you.

Sixth, Give back to your community. A Community can create a sense of belonging. It would expand your network resulting in more clients.

Seventh, Maintain an active social media presence; Not having a social media presence can impact your numbers. This tool is efficient and resourceful to gain traffic.

Eighth, Keep up with the industry. Living in such uncertainty, industries are constantly changing and introducing new models and strategies. To excel you have to know your grounds.

The Insurance Dudes are on a mission to find the best insurance agents around the country to find out how they are creating some of the top agencies. But they do not stop there, they also bring professionals from other industries for insights that can help agents take their agencies to the next level. 

The Insurance Dudes focus on your agency’s four pillars: Hiring, Training, Marketing and Motivation! We have to keep the sword sharp if we want our agencies to thrive. 

Insurance Dudes are leaders in their home, at their office and in their community. This podcast will keep you on track with like minded high performing agents while keeping entertained!

About Jason and Craig:

Both agents themselves, they both have scaled to around $10 million in premium.  After searching for years for a system to create predictability in their agencies, they developed the Telefunnel after their interviews with so many agents and business leaders.  

Taking several years, tons of trial and error, and hundreds of thousands of dollars on lead spend, they’ve optimized their agencies and teams to write tons of premium, consistently, and nea

Support the show

Hey there! Thank you for listening! We'd be SUPER GRATEFUL for a subscribe!

And a review over on the Apple Podcasts would be incredible!

Check out our newsletter, webinar, and some great Internet Lead tactics at The Insurance Dudes Homepage.

We appreciate you!

Craig Pretzinger & Jason Feltman
The Insurance Dudes