|
Customer retention is the fundamental driver of profitability.
1. Clients to The Power of 6!
2. Agents to The Power of 6!
3. Employees to The Power of 6!
4. Market Research and Analysis
5. Keynote Presentations & Boot Camps
6. Benchmarking
7. Training in Referrals and Cross-Selling Skills
-
Clients to the Power of 6!
is inexpensive, quick, and easy, and requires only about six
hours of time from your staff.
-
We are the only experts in the insurance industry that have
developed a proven and scientific methodology based on working
for 350 insurance companies and agencies over the past 15 years.
-
We have the world's largest database of insurance clients' and agents
experiences with their agencies and companies.
-
We will provide you with 21 invaluable deliverables, from the micro,
or individual, level to the macro (company and industry) level.
-
Our data analyses include client-by-client data, but we do
not stop there! We analyze client, company and industry data,
and tell you what the data means, what is important and what
is not important. We will also tell you where you excel and
where your company needs improvement compared to other companies.
-
We highly customize our surveys through interviews with frontline
employees and clients.
-
Through our field-tested and highly refined predictive survey,
we uncover each of your clients' three to eight "hot buttons"
that determine whether they will stay, refer others and cross-buy
from your company.
-
Our questionnaires are scientifically designed to deliver honest,
accurate responses that result in actionable and measurable
strategic and tactical next action steps.
"This survey has alerted us to a few of our clients that
may have been in jeopardy. We were able to take immediate
action and exceed our clients' expectations. This resulted
in saved commissions in excess of $200,000, which translates
into additional revenue each year."
Jeff Jones
USI Holdings Corporation |
|
 |
-
We highly customize your Executive Reporting Site.
-
Client information is delivered to your team via your secure
and dynamic Executive Reporting Site and pop-up windows. There
are no hassles with our software; just a simple one-step installation!
-
Implementation is easy. We provide comprehensive training to
ensure you receive the most value from our work.
-
We work with your current clients, new clients, and former
clients.
-
As Insurance Industry Retention, Referral, and Cross Selling
gurus, our goal is to help you keep, sell more to, and do more
business with your top clients and their referrals. Our unique
program provides you with the data needed to leverage opportunities
with your existing clients, while our team of experts assists
you with implementing this data to achieve maximum results.
"You were a great addition to our Agents' Road Show Meetings.
The message you carried about the importance of customer retention
exactly illustrated what we were looking for. Your ideas and
suggestions to our agents were well conceived, well delivered
and well received. Your credibility as the recognized expert
in this field helped us get the message across in a way that
we would not have been able to in your absence. The feedback
from our agents on your presentation was excellent."
Jamie Ochiltree, III
Selective Insurance Group, Inc. |
|
