WIN BACK

Win Back Playbook.

Lost clients often regret leaving. ALE win back workflow re engages lost clients with annual re quote offers.

LOST CLIENTS STAY LOST

Lost Clients Stay Lost

Most agents never re engage lost clients. Second chances pile up unused.

No Re Engagement

Lost clients forgotten.

No Annual Re Quote

Missed second chance.

No Win Back Tracking

Cannot measure.

THE WIN BACK PLAYBOOK

The Win Back Playbook

01

Lost Client Tagging

Every lost client tagged.

02

30 Day Re Engagement

Soft touch re engage.

03

90 Day Check In

Annual re quote teaser.

04

Annual Re Quote

12 month re quote.

05

Second Chance Offer

Personalized offer.

06

Reporting

Win back ROI.

WHO THIS FITS

Who This Helps

Personal Lines Agents

High churn books.

Commercial P And C

Retention critical.

Solo Producers

Low cost growth.

Growth Stage Agencies

Scaling retention.

PACKAGE FIT

ALE Packages

Launch: $497 per month

Lost client tagging, 30 day re engagement, annual re quote.

  • Core CRM
  • Lost client tagging
  • Re engagement drips
  • Annual re quote
  • Second chance offers
SEE PACKAGES

Win Back Lost Clients.

Book a 20 minute demo. We will walk through win back playbook.