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Trucordia CEO on how the soft market raises retention issues, and a broker's biggest competitive tool
Most insurance agencies talk about growth in terms of acquisition, retention, and premium volume. Far fewer talk openly about the harder question that sits underneath all three: wh...
As a dental office manager for the past 30 years, I’ve learned that running a successful practice isn’t just about providing excellent clinical care—it’s about understanding that...
A successful closing doesn’t guarantee repeat business. Centum’s Adrian Schulz explains how brokers can stay relevant between transactions and become their clients’ first call at r...
There is a 6-to-1 ratio of retirement-eligible veterans to young professional entrants in the insurance industry, which means hiring new talent and developing existing talent is vi...
Trucordia’s chief people officer on talent retention - for employer clients and brokerages alike
82% The post Retention rates: Clifford Chance keeps 37 of 45 NQs in autumn round appeared first on Legal Cheek.
Discover 5 proven strategies for employee retention that can enhance workplace satisfaction and loyalty. Learn how effective practices can reduce turnover and foster a committed wo...
When firms merge or are acquired, one of the first questions asked is 'what will the company now be called?' Big brands carry weight and that can inspire client loyalty.
Empower your advisor transition with strategies to retain clients, preserve momentum, and unlock growth
Employment costs typically make up one of the biggest expenditures a business can face, meaning that cuts there feel inevitable for most owners when times get tough. However, the y...
Many leaders fall into the trap of thinking a “satisfied” customer is a loyal one. But behavioral science tells a different story: Mere satisfaction is a low bar that rarely preven...
Advisors who fail to build relationships with adult children before they inherit risk mass defections later.
Proactive contact gives agents an edge in home insurance
Keeping good tenants starts well before a lease renewal lands in their inbox. By the time a renter decides to move, property managers may have already missed several chances to add...
Six strategies for winning lifelong customers, centered on prioritizing retention over acquisition, aligning employees to a clear CX vision, and consistently delivering experiences...
With 30-year rates near 7%, retention and permissioned access may decide the next refi wave
Consumers still want a human advisor for life insurance, but most carriers stop talking to them the moment the policy is signed
The best customer retention strategies after Black Friday come down to one thing: giving that first-time buyer a reason to [...] Read More... The post 12 customer retention strateg...
Eighty-three percent of employers say NQDC plans work for retention. Nearly half say participants don't understand them
From building trust early to having the toughest conversation to what comes after a loss, advisors share how they keep widowed clients from walking away.
The same question keeps showing up in the support queue, week after week, from customers who otherwise seem satisfied with the product. They aren’t churning yet. They’re just stuck...
Most client churn happens in the first 90 days, not month six. This phase-by-phase onboarding framework shows agencies how to keep clients engaged and retained. The post Why Agenci...
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