Customer Service Ideas for Insuranceย Agencies: Retention Training Success
The Ridiculously Amazing Insurance Podcast
Release Date: 07/16/2025
The Ridiculously Amazing Insurance Podcast
๐ Ridiculously Amazing Insurance Agent Podcast ๐๏ธ Episode: Insurance Agency Leadership Tips โ Stop Wearing Too Many Hats ๐ Are you an independent insurance agency owner trying to do it all? In this episode, Carl Salinas of Salinas Insurance in Elkhart, Indiana, shares how he went from โdrowningโ in daily tasks to building structure, improving morale, and creating sustainable growth. ๐ก โจ Hereโs what youโll learn: ๐ฅ Delegation & Specialized Roles โ How hiring a profitability manager freed up Carlโs time to focus on growth. ๐ Clear Job Descriptions โ Why...
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How to Train Insurance Customer Service Teams to Unwind Upset Customers ๐ฅ In this episode of the Ridiculously Amazing Insurance Agent Podcast, Kelly Donahue-Piro shares practical strategies to help your team confidently handle even the most difficult client calls. As an independent insurance agent, you know how vital it is to keep customers happy โ even when theyโre upset. But are your CSRs truly prepared? โ Hereโs what youโll learn: ๐ How to create scripts that guide conversations while letting team members sound authentic ๐ญ Why role-playing works โ and how to practice...
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๐๏ธ Handling Upset Insurance Customers: Premium Increase Scripts That Work As independent insurance agents, weโve all faced it โ clients upset about premium increases. How you handle these conversations can make or break trust, retention, and even your teamโs confidence. In this episode of the Ridiculously Amazing Insurance Agent Podcast, Kelly Donahue-Piro shares proven scripts, tips, and strategies to help you and your team navigate these tough moments with ease and empathy. ๐ก What youโll learn in this episode: ๐ Why clients really get upset about premium increases โ and...
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๐ข New Episode Alert!Kelly Donahue-Piro joins the Ridiculously Amazing Insurance Agent Podcast to break down the 2025 insurance market, agency priorities, and strategies for retention, efficiency, and growth. Perfect for independent insurance agents navigating a hard market! ๐ก Insurance Market Insights 2025 The hard market continues, though some areas are stabilizing. Florida auto rates are dropping 9โ10%, which impacts commissions. ๐ Agency Priorities Retention: Keep clients who are now vulnerable to competitors. Efficiency: Use tech, streamline processes, and evaluate unprofitable...
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๐ง Effective Techniques to Boost Renewal Rates: Auto Insurance Renewal Process ๐๐ In this episode of the Ridiculously Amazing Insurance Agent Podcast, weโre diving into proven techniques to help independent insurance agents increase auto insurance renewal rates and build stronger client relationships! ๐ผ๐ฌ Annual auto insurance policy reviews are more than just a formalityโtheyโre a chance to boost loyalty, prevent billing issues, and avoid coverage gaps. ๐จโ ๐ Hereโs what we cover: ๐ The importance of proactive outreach before renewal dates ๐ก How to highlight...
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๐๏ธ How to Retain Commercial Insurance Clients: Renewal Process Guide ๐ข๐ Commercial renewals donโt have to be chaotic! In this episode of the Ridiculously Amazing Insurance Agent Podcast, Kelly shares the ultimate guide to retaining commercial clients through a structured, proactive renewal process. ๐ผ๐ When multiple team members are involved, clear leadership and defined roles are key to making sure nothing falls through the cracks โ and your commercial clients feel well taken care of. ๐ชโจ ๐ง Hereโs what youโll learn in this episode: โ Why strong leadership is...
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๐จ Insurance Agency Tips to Retain Clients: Proven Hacks for Independent Agencies ๐ง Welcome back to another episode of the Ridiculously Amazing Insurance Agent Podcast! ๐ In this episode, we're diving into the real strategies that helped one agency skyrocket their retention rate from 85% to 91% in just a few months. ๐ Whether you're new to retention planning or ready to level up, these tips are practical, proven, and ready for you to use. ๐ช ๐ฏ What Youโll Learn: โ The #1 strategy to save clients who are ready to cancel โ How to stay top-of-mind with your insureds...
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๐๏ธ How to Keep Your Insurance Clients Long-Term | Renewal Secrets ๐ Want to boost retention and build long-term relationships with your clients? In this episode of the Ridiculously Amazing Insurance Agent Podcast, Stephen and Kelly break down the power of proactive renewal reviews and how they can transform your agencyโs success! ๐ผ๐ ๐ก Whether youโre a seasoned agent or just getting started, this episode is packed with game-changing insights to help you provide more value and keep your clients coming back year after year. ๐ฅ In this episode, you'll discover: โ Why...
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๐๏ธ Insurance Agency Team Development with Training Courses | Hopmeier Evans Gage Story In this episode of the Ridiculously Amazing Insurance Agent Podcast, we're diving into how Hopmeier Evans Gage Insurance is transforming their agency through team development and training! ๐ Hereโs what youโll learn: โ How they use Agency Performance Partners content (blogs, YouTube, and the APP School) for ongoing training โ The power of 3-minute videos for easy learning before diving into bigger training topics โ How adopting EOS (Entrepreneurial Operating System) helped them identify...
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๐ง How to Retain Insurance Clients | Master Retention with These Expert Tips! ๐ฏ In this episode of the Ridiculously Amazing Insurance Agent Podcast, we're diving deep into customer retention strategies for independent insurance agents! ๐ As market growth slows, keeping your current clients happy and loyal has never been more important. Losing clients can hurt your profitability, but with the right approach, you can turn retention into a growth strategy! ๐ผ๐ ๐ Hereโs what we cover: โ Why tracking cancellation reasons is crucial โ The power of proactive renewal reviews โ ...
info_outline๐๏ธ In This Episode of the Ridiculously Amazing Insurance Agent Podcast:
Customer Service Ideas for Insurance Agencies: Retention Training Success ๐
Join us as we chat with Steve and Tanya from Gannon Insurance, celebrating 25 years in business on August 1st, 2025! ๐ They share how retention training transformed their agency and boosted their customer service game in the hard market.
โ What Youโll Learn:
๐ฌ How to communicate clearly and ditch the insurance jargon
๐ค Building relationships by treating clients like friends and family
๐ The power of proactive renewal reviews
๐ก Offering life insurance as part of your retention strategy
๐ ๏ธ Adapting to new processes and leading your team through change
๐ How the role of an Office Manager helped streamline agency operations
If youโre an independent insurance agent looking for fresh customer service ideas and proven ways to improve retention, this episode is for you! ๐ฏ
๐ Donโt forget to like ๐, comment ๐ฌ, and subscribe ๐ for more insurance agency growth tips!
๐ฅ Check Out Our Latest Blog: Top 10 Customer Service Skills for Insurance Agents to Master in 2025 https://bit.ly/4j4m4Fs
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๐ Ready to Take Your Agency to the Next Level? Book a Meeting with Agency Performance Partners for Tailored Strategies That Drive Real Success. Schedule Your Consultation Today! Book Now https://bit.ly/meetwithAPP
๐ค Weโre Agency Performance Partners; APP is your insurance agencyโs best friend when it comes to training, strategies, brutal truth & tough love that'll grow your agency with hugs & high fives along the wayโฆ.just like a BFF. LEARN MORE: https://bit.ly/APP-Website
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