How to Reduce Insurance Remarketing Without Hurting Your Retention

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• Welcome - Getting Started (1:16) Start
• A Few Notes From Our Attorney Start
• About the Instructor - Kelly Donahue-Piro (1:42) Start

  How to Launch This Course With Your Agency: FOR TEAM LEADERS - Students Skip to Student Course Overview

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• Resources - Download Your Leadership Guide Start
• How To Use This Course (11:57) Start
• How to Track Retention - Overview (3:43) Start
• How to Track Retention - AMS360 (8:44) Start
• How to Track Retention - QQ Solutions (4:09) Start
• How to Track Retention - Hawksoft (1:37) Start
• How to Track Retention - Epic (6:20) Start
• How to Track Remarketing Closing Ratios - Overview (4:40) Start
• What to Watch For (10:45) Start
• How to Coach Your Team (3:48) Start

  How to Reduce Remarketing Without Hurting Your Retention: Student Course Overview

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days after you enroll

• Welcome - Getting Started (3:30) Start
• About The Instructor (5:09) Start
• Resources - Download Your Workbook (1:31) Start
• What We Will Track (2:14) Start
• How to Be a Great Student (3:02) Start

  Identifying Common Concerns Around Remarketing

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• Client Concerns: Introduction (1:23) Start
• Client Concerns: Role Play What Happens When Someone Gets Their Renewal? (20:46) Start
• Client Concerns: Perception of Rate is Reality (8:22) Start
• Agency Concerns (5:42) Start
• Account Manager Concerns (6:06) Start
• Take the Quiz For Lesson Credit Start

  The Real Deal on Insurance Rates

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• Why Rates Increase (3:49) Start
• What Is Your Role & Responsibility? (4:24) Start
• How to Think About Rate Increases (3:01) Start
• Take The Quiz for Lesson Credit Start

  How to Handle Rate Increases

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• Reactive Rate Increase Calls (6:06) Start
• Be Proactive - Rates Over A Certain Amount (4:16) Start
• Be Proactive - Annual Renewal Reviews (3:57) Start
• Take the Quiz for Lesson Credit Start

  Your Tools to Reduce Remarketing

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• Selecting Your Agency Standard Rate Increase (8:24) Start
• Step 1: Find the Cause of the Rate Increase (3:26) Start
• Step 2: Discount Review (2:27) Start
• Step 3: Does It Meet Agency Standards? (4:33) Start
• Recap: Tools to Vet a Remarket (2:00) Start
• Download Remarketing Standard Sheet Start

  How to Have The Conversation About Insurance Rate

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• Tone of Voice & Empathy (6:58) Start
• Take Time to Educate (4:35) Start
• Use Monthly Number (4:40) Start
• Discount Review (5:25) Start
• Review What They Have (2:57) Start
• Remarketing Dangers (3:16) Start
• Get Agreement on the Plan (5:23) Start
• Download: 1 Page Remarketing Process Start
• Take the Quiz for Lesson Credit Start

  Declining A Remarket

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• Top Reasons Not To Remarket (6:19) Start
• Scripts On How To Avoid A Remarket (6:51) Start
• Getting The Cross Sell To Remarket (8:07) Start
• Role Playing Video: Declining A Remarket (13:04) Start
• Take the Quiz for Lesson Credit Start

  If You Must ReMarket

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• Remarketing Over the Phone (3:53) Start
• Set A Time To Review Options (2:43) Start
• Remarketing Opportunity & Improving Coverage (2:54) Start
• Presenting The Quote (4:13) Start
• Role Play: Delivering the Remarket Quote (10:21) Start
• Take The Quiz for Lesson Credit Start

  Times Where Remarketing Is Good

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• What Is Good vs. Bad Remarketing (3:43) Start

  Final Thoughts

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days after you enroll

• Final Thoughts & What's Next? (4:10) Start

  We Need To Hear From You

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• We Need To Hear From You Start