Making the Best of a Bad Situation: Reclaiming Lost Accounts

Summary:

All insurance agencies lose customers from time to time, but all too often, we don't find out why. Just as importantly, we often don't have a process in place to get them back. Communicating with lost customers systematically over several renewal cycles is a good, low cost way to get customers back, turn them into 'new customers' again, and pad income growth. Oh, and what you learn in the process will help avoid losing many customers in the future.

Resources:

• Video Overview
• Webinar
• SAR (Select and Regain) Lost Customers (PDF)
• Online Lost Business Survey
• Email Templates
• Comprehensive Customer Communication template (Confluency customers only; log into your Insurance Zone for access)