What is Winning@Customer Retention?

Increased customer expectations, rising inflation resulting in higher premiums – it is becoming harder to retain customers. But customer retention is vital for a thriving insurance agency as it takes more money to find a new customer than it does to keep a good one.

Winning@Customer Retention is a new program from The PIA Partnership designed to help agents improve their customer service and retention.

The program is divided into five parts:

Part 1: Retention and Inflation features videos highlighting tools to improve customer retention. It also includes a checklist to follow to keep customers informed and up-to-date on how the current economic environment is impacting their insurance coverage.  

Part 2: Retention and Service Briefs provides tips and best practices to follow to help elevate customer service and retention.

Part 3: Customer Touchpoints Plan helps agents maintain a regular cadence of communication. We created various communication templates that are structured around the lifecycles of auto, homeowners and small business insurance customers.

Part 4: Technology Directory is a roundup of a variety of solutions that can help enhance and automate customer service and retention capabilities.

Part 5: Winning@Customer Retention Resources compiles articles, podcasts, videos, etc. from third parties that provide additional insight and best practices for retention and customer service.