Despite high customer-acquisition costs, new business has long been a priority to drive agency growth. But increasingly, agents are refocusing their efforts on retaining existing customers, which is much easier and more cost effective.

In this Insurtech Center podcast, Brenna Johnson, vice president of Product Management for the EZLynx product portfolio with Applied Systems, dives deeper into how agents can employ client-retention strategies to capture every possible renewal and build their book of business. You’ll learn:

  • The importance of transitioning from a reactive client-retention model to a proactive client-retention model;
  • Why cross-selling during renewal time is a key retention strategy;
  • How to identify at-risk customers; and
  • How technology like EZLynx Retention Center and EZLynx Sales Center enable client retention with automation and predictive analytics.