Your book is your asset. This guide covers retention, cross sell, and book value tracking to maximize agency value.
Agents write new business and forget existing clients. Book value plateaus or drops.
Renewals forgotten until 7 days out.
One line clients stay one line.
Cannot tell agency buyers book value.
12 month retention by producer, line, carrier.
Auto, home, life, Medicare cross sell.
Birthday, anniversary, review touches.
A, B, C, D client tiers.
Recurring revenue, retention, concentration.
Producer exit, book transfer.
Managing retention and value.
Building long term book.
Producer level book tracking.
Evaluating books to buy.
Retention dashboard, cross sell drips, annual review system.
Adds AI receptionist, book valuation reports, succession tools.
Book a 20 minute demo. We will walk through book management.