How Retention-Ready
Is Your Agency?
7 questions. Honest answers. Find out exactly where your retention system is leaking revenue and what it would take to fix it.
Tell us about your agency
We'll use this to calculate the opportunity you have to increase annual top line revenue by improving your retention rate and processes.
What is your current retention rate?
If you're not sure of the exact number, choose the range that feels closest.
When a client's premium increases, how often do you proactively reach out to explain why?
This includes any outreach by phone call, email, or text before they call you.
For significant premium increases (10% or more), do you offer to re-rate the policy to explore coverage adjustments or better options?
Re-quoting across carriers if you're independent, or reviewing coverage and discounts if you're captive. Either way it signals advocacy for your client.
Do you send proactive renewal reminders before a policy renews, even when the premium is not increasing?
Renewal touches reinforce the relationship and reduce silent cancellations.
Do you provide ongoing value to policyholders between renewals?
Examples include educational newsletters, client events, referral rewards, or market updates.
Your results are ready.
Enter your details to see your score and annual revenue impact estimate.
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