If you haven’t been conducting customer insurance reviews in the past, you may experience some growing pains when getting started.

High customer retention rates consistently and positively correlate with high profits. So how do you boost your retention rates?

Learn how you can sustainably grow your insurance agency by focusing on opportunities within your current book of business!

Having a loyal book of business is crucial to insurance agency growth. Are you doing all you can to retain your customers?

You know that regular policy reviews with your clients help increase retention, cross-selling, and referrals, but what else do they do?

Customer outreach during the holidays is just as important as it is any other time of year. We'll help you decide what approach is best.

Some insurance agents assume there won't be much ROI from prioritizing current customer appointments. Let's lay that assumption to rest.

Not closing enough sales from customer insurance review appointments? Read more to find out why and discover tips to turn things around!

The benefits of proactive retention efforts speak for themselves. Learn how to implement proactive retention in your insurance agency!

Many insurance agents opt not to "poke the sleeping bear" when rates increase, but look at these benefits of approaching renewals head on!

Since the average review for insurance agencies is 4.53 stars, it’s vital for your agency to have positive online reviews to compete.

Insurance Agent of 50 years, Cecil Burt, sat down with me to talk proactive customer outreach and virtual appointments at his agency.

At Engagex, we're more than just appointment schedulers - we're creators of positive interactions. Our guiding values help us to do so.

Appointments are not the be-all end-all of your customer outreach - discover the many other benefits of your consistent client outreach!

The most important thing you can do to increase your client retention is communicating often with your clients.

During times of economic uncertainty, your clients are looking to save money any way they can. Here's how to keep them from price shopping

It's no secret to most insurance agents that referrals are valuable. Let's dive into 5 compelling statistics about referrals!

With rising acquisition costs in the insurance industry, the most viable way to grow your agency is to acquire with retention in mind.

Staying top of mind isn't just helpful in marketing. There are serious advantages for agencies who stay top of mind with existing customers!

Learn more about the biggest reason your insurance clients cancel (hint: it's totally within your control!)