13 ways to get a 97% retention

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Transcript of 13 ways to get a 97% retention

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    13 Ways To Get A 97% Retention Rate

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    Remember, this is a live webinar.

    You can type your questions here.

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    Michael Jans, CEOAgency Revolution.

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    Thank you to our industry partners

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    Thank you to our sponsor

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    13 Ways To Get A 97% Retention Rate

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    +DelightAt Every Stage in the Process

    Attract Convert Optimize Retain

    The ACOR + Marketing Model

    Prospects Buyers Clients PromotersLeads

    C O RA

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    ConvertC

    OptimizeO

    RetainR

    AttractA

    $$$$$$$

    $$$Cost

    Value

    Leverage

    Wealth and Equity

    Reliable Income

    New Income

    Future Income

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    Vision

    Deeper Understanding of Increased Retention Deeper Understanding of the

    Psychology of Retention

    Action Plan To Get You There

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    Why?97% Retention

    Earn my loyalty and Ill reward you.

    2.5 Referrals

    25% More Insurance

    SEVEN times the lifetime customer value of a low loyalty client and THREE times the value of a neutral client! YUP, SEVEN times!!!

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    Obstacles

    Taken for granted Underuse of Nurturing Technology Lack of Strategy

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    Transformation

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    But - really - isnt price all that matters?!

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    0

    0.125

    0.25

    0.375

    0.5

    0.2

    0.13

    0.24

    0.43

    1st 2nd 3rd 4th & 5th

    Which quote gets approved by the consumer?

    EZLynx. Brady Polansky presentation to ACT. February, 2015.

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    0

    0.15

    0.3

    0.45

    0.6

    0.53

    0.45

    0.37

    0.19

    2nd 3rd 4th 5th

    How much higher are subsequent quotes?

    EZLynx. Brady Polansky presentation to ACT. February, 2015.

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    Tribal Species

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    13 Ways To Get A 97% Retention Rate

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    Culture Staff Tech

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    Organic Growth Planner Tool

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    1) Monitor Retention Per Producer

    Culture

    91% 93%

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    2 ) Monitor Retention Per CSR

    Culture

    95%90%

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    3 ) Send Holiday Cards

    Culture

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    4 ) Routinely Coach and Train Staff on Customer Service/Experience

    Culture

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    5 ) Monitor Retention Per Niche/Class of Business

    Culture

    80

    85

    90

    95

    100

    High Value Home Motorcycle Transportation

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    6 ) Offers free reports and other educational material to customers

    Staff

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    7 ) Thank Customers for their Business

    Staff

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    Check your email after the webinar for a free copy!

    Or Visit agencyrev.co/1Y2flfA to get it now

    http://agencyrev.co/1Y2flfA

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    8 ) Nurturing Messages

    Tech

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    9 ) Heart to Heart Messages

    Tech

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    Psychology of Trust

    Because it Makes People

    Feel you are approachable and human.

    Feel good about you.

    Perceive relationship.

    Want more of you.

    Follow you.Lead with expertise.

    Communicate with frequency.

    Add value.

    Be vulnerable.

    Showgratitude.

    1

    2

    3

    4

    5

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    Check your email after the webinar for a free copy!

    Or visit bit.ly/29VbQIh to get your copy now.

    http://bit.ly/29VbQIh

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    10 ) Post Community Engagement on Website

    Tech

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    11 ) Birthday Messages

    Happy Birthday!

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    12 ) Claims Campaign

    "What would you do if..."

    Tech

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    13 ) Disaster Preparedness Messages

    Tech

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    Bonus Secret

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    14 ) Customized Education/ Risk Management

    Tech

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    Action Items

  • 1. Check Your Email Replay of Todays Presentation 9 Great Emails Ebook & Heart to Heart Ebook The Thought Leadership Ebook The Easy Millions Wealth Builder Spreadsheet Link to AR Slideshare

    2. Select 3 Items To Implement Today with Your Team

    3. Register for next months Webinar- Marketing to Millennials: How to Connect and Sell to the Largest Market in North America

    http://go.agencyrevolution.com/aug24/reg

    http://go.agencyrevolution.com/aug24/reg

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    Free Gift

    Predicts Your Future Income

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