About Us

Company Information

  • Founded in 1989, we are the only Insurance Industry retention experts with a track record of over nineteen years of successful and measurable results.
  • We employ an innovative and scientific methodology to attract, retain and win back a business' most profitable clients.
  • Our unique approach is customized to our clients, and includes measurable and actionable steps toward cultivating a powerful customer-focused company.
  • We offer state-of-the-art solutions to increase new sales, referrals, and cross-selling, and to keep new clients, while saving money. In addition, we also point out the all-too-common pitfalls that will cause you to lose your top clients.

"[As a result of implementing Lynn's programs] 120 days prior to the renewal of surveyed clients, we pull the survey and work directly with the client on achieving their expectations. By doing this, the renewal process is smoother and easier and thus significantly increases the odds that clients' satisfaction and loyalty levels will increase as well as their retention."

Sandra Uselman
USI Holdings Corporation

A message from Company President, Lynn M. Thomas:

"I'm Lynn! I'd be delighted to work with you by taking your company to the next level by increasing new business, keeping your top clients, and saving you money!

We will uncover pragmatic and innovative methods to provide outstanding products and services to your clients, create a productive, engaging, and fun work environment, and generate more profits than you believed possible. Our Customer Retention Services deliver! No doubts. No second thoughts.

We will jump through hoops to make working together a smashing success!"

 

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