Most agents we talk with have sold their way into debt! What do we mean by that? Well, it is very simple most companies want their agents on the “buy more leads” treadmill these agents will sell deals, but if they don’t sell enough deals and they have chargebacks they can find themselves sinking financially and fast. To avoid this you need to reduce costs and do whatever it takes to keep your clients happy and with you. This can be done by finding them a real deal and not by pushing the most expensive policy they can afford on them. Next follow-up is key, send them thank-you emails or texts, send them birthday emails or texts, and also send them policy renewals and end-of-the-year policy reviews. You see the more contact your client has with you the better your retention becomes.
