Client Retention for insurance agents..

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Posted: Mon Sep 14, 2009 9:08 am Post subject:

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You will pretty much never have to deal with a non-pay cancellation or ugly lapse.

That's pretty much understandable..but at the same time you'd need to be very careful while dealing with the auto-bill customers. Since the billing amount gets debited directly from their accounts, you could meet with a lot of hassles if you commit mistakes like- debiting an account for more than what's expected or debiting it an extra time.
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anonymous00

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Posted: Wed Sep 28, 2011 5:08 pm Post subject:

My opinion...if you can't afford to make contact with current clients throughout the year...you have a poor business model. Maybe you could explain where the revenue comes from that you use to pay "your" personal expenses? If it's from the commissions on these same clients you can't afford to contact ...then who's money is it? Be thankful you're not one of my competitors _________________ Cheap Pennsylvania car insurance