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How To Reduce Insurance Remarketing without Hurting Your Retention
How to Reduce Insurance Remarketing Without Hurting Your Retention
Welcome - Getting Started (1:16)
A Few Notes From Our Attorney
About the Instructor - Kelly Donahue-Piro (1:42)
How to Launch This Course With Your Agency: FOR TEAM LEADERS - Students Skip to Student Course Overview
Resources - Download Your Leadership Guide
How To Use This Course (11:57)
How to Track Retention - Overview (3:43)
How to Track Retention - AMS360 (8:44)
How to Track Retention - QQ Solutions (4:09)
How to Track Retention - Hawksoft (1:37)
How to Track Retention - Epic (6:20)
How to Track Remarketing Closing Ratios - Overview (4:40)
What to Watch For (10:45)
How to Coach Your Team (3:48)
How to Reduce Remarketing Without Hurting Your Retention: Student Course Overview
Welcome - Getting Started (3:30)
About The Instructor (5:09)
Resources - Download Your Workbook (1:31)
What We Will Track (2:14)
How to Be a Great Student (3:02)
Identifying Common Concerns Around Remarketing
Client Concerns: Introduction (1:23)
Client Concerns: Role Play What Happens When Someone Gets Their Renewal? (20:46)
Client Concerns: Perception of Rate is Reality (8:22)
Agency Concerns (5:42)
Account Manager Concerns (6:06)
Take the Quiz for Lesson Credit
The Real Deal on Insurance Rates
Why Rates Increase (3:49)
What Is Your Role & Responsibility? (4:24)
How to Think About Rate Increases (3:01)
Take the Quiz for Lesson Credit
How to Handle Rate Increases
Reactive Rate Increase Calls (6:06)
Be Proactive - Rates Over A Certain Amount (4:16)
Be Proactive - Annual Renewal Reviews (3:57)
Take the Quiz for Lesson Credit
Your Tools to Reduce Remarketing
Selecting Your Agency Standard Rate Increase (8:24)
Step 1: Find the Cause of the Rate Increase (3:26)
Step 2: Discount Review (2:27)
Step 3: Does It Meet Agency Standards? (4:33)
Recap: Tools to Vet a Remarket (2:00)
Download Remarketing Standard Sheet
How to Have The Conversation About Insurance Rate
Tone of Voice & Empathy (6:58)
Take Time to Educate (4:35)
Use Monthly Number (4:40)
Discount Review (5:25)
Review What They Have (2:57)
Remarketing Dangers (3:16)
Get Agreement on the Plan (5:23)
Download: 1 Page Remarketing Process
Take the Quiz for Lesson Credit
Declining A Remarket
Top Reasons Not To Remarket (6:19)
Scripts On How To Avoid A Remarket (6:51)
Getting The Cross Sell To Remarket (8:07)
Role Playing Video: Declining A Remarket (13:04)
Take the Quiz for Lesson Credit
If You Must ReMarket
Remarketing Over the Phone (3:53)
Set A Time To Review Options (2:43)
Remarketing Opportunity & Improving Coverage (2:54)
Presenting The Quote (4:13)
Role Play: Delivering the Remarket Quote (10:21)
Take the Quiz for Lesson Credit
Times Where Remarketing Is Good
What Is Good vs. Bad Remarketing (3:43)
Final Thoughts
Final Thoughts & What's Next? (4:10)
We Need To Hear From You
We Need To Hear From You
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Selecting Your Agency Standard Rate Increase
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