Day: September 12, 2025

Renewals and Retention

Renewal and Retention Vehicle Updates

The executive stakeholder of this insurance brokerage wanted to make sure their renewal and retention efforts were working but didn’t have a good way to measure who renewed.  The client wants to know the retention rate of qualified clients.  

Powered by
►
Necessary cookies enable essential site features like secure log-ins and consent preference adjustments. They do not store personal data.
None
►
Functional cookies support features like content sharing on social media, collecting feedback, and enabling third-party tools.
None
►
Analytical cookies track visitor interactions, providing insights on metrics like visitor count, bounce rate, and traffic sources.
None
►
Advertisement cookies deliver personalized ads based on your previous visits and analyze the effectiveness of ad campaigns.
None
Powered by