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A retention, referral and cross-selling solution with a 19 year
proven track record of producing actionable and measurable results.
Our copyrighted, unique Program
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Is fast, easy, inexpensive and guaranteed to work.
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Utilizes a psychographic predictive survey that provides tremendous
insight into your clients' decision-making process.
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Delivers a guaranteed 60% response rate.
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Delivers guaranteed results (300% ROI in the first 6 months).
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Uncovers your top clients' "hot buttons" that determine
retention, referral, and cross-selling opportunities.
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Provides an electronically managed implementation plan requiring
minimal staff time.
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Provides data that makes your current clients SIX times
more likely to stay, refer others, and cross-buy.
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Works with current, new and former clients as well as personal
lines clients and all lines of commercial insurance.
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Delivers data directly to your management team via our secure
and dynamic highly customized Executive Reporting Site.
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Offers employees client-specific data with both strategic and
tactical actionable results via a pop-up window on their desktops.
"It's too easy for us to become overly focused
on things other than retaining our most profitable clients
through outstanding service and solid relationships. Your
talk appealed not only to the emotional side, but more importantly,
to the practical business side."
W. Craig Heston
Utica National Insurance Group |
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Clients to the Power of 6!
will help you deliver one-to-one customized service to your top
clients. You will keep your top clients, attract more and win back
some former profitable clients with our comprehensive and integrated
system.
We gather your top clients' unique expectations and thoughts about
their relationship with your agency and provide your employees with
the highly customized client-specific data that has been developed
by the only experts in the field, with 19 years' experience in the
insurance, retention and market research industries.
Our system is the only one built on a research-based scientific methodology
with a 19 year proven track record that aids us in accurately pinpointing
the three to eight reasons why your clients stay, leave, refer others,
and cross-buy.
"This predictive survey has enabled us to strategize early in the renewal process. We are able to customize our client's communication and service plan based on their desires. It isn't guesswork anymore."
Sandra Uselman
USI Holdings
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