• 3 Swings - Avoid P&C Business Strikeouts

  • Oct 25 2024
  • Length: 6 mins
  • Podcast

3 Swings - Avoid P&C Business Strikeouts

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  • Summary

    • The 3 Swings is a client retention strategy involving three specific touchpoints after a sale: within 48 hours, one week later, and 45 days before renewal.
    • Each "Swing" has specific goals and activities focused on building relationships, identifying coverage gaps, and offering additional services (cross-selling/upselling).
    • Diligent note-taking is essential throughout the process to track client details, personalize interactions, and uncover future opportunities.
    • Implementing the 3 Swings can lead to increased retention, stronger client relationships, and ultimately, significant agency growth.
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