How top agencies retain 95 percent plus. 90, 60, 30 day touches, save calls, and post renewal upsell. The full playbook.
Every point of retention beats every point of acquisition. Most agencies ignore the math.
First call is cancel day.
Producers freeze on call.
Never ask for the add on.
Heads up email, set expectation.
Coverage review call.
Rate confirm, prep save.
If shopping, flow.
Add line at renewal.
Thank you, referral ask.
Personal lines renewal.
BOP GL renewal cycle.
AEP retention.
Whole book retention.
Renewal automation deployed day one.
Adds AI receptionist for save call intake.
Book a demo. We deploy retention automation in your ALE CRM.