AppX Retention What Are Agency Standards?

Let's take a moment to identify your agency's standards and how to build them to fuel success.


Agency standards are incredibly important so we can identify clearly what coverages are acceptable and where we want to focus our AppX Retention call energy on. Here are the common ones we review:

Personal Lines

  • Rate Increase $
  • Rate Increase %
  • Auto Liability Minimum
  • Auto Deductible
  • Rental Car Reimbursement
  • Towing
  • Repair/Replace
  • MedPay/PIP
  • Glass
  • Home Liability
  • Water Sewer Back Up 

Commercial Lines

  • Rate Increase $
  • Rate Increase %
  • EPLI
  • Cyber 

Re-Marketing Standards

  • Open Claims?
  • Minimum Premium
  • Monoline
  • Do you want to keep them as a customer? Define what this looks like.
  • Pets
  • Property Type
  • Home Activities (daycare, bike ramp, diving board)
  • Roof Age
  • Electrical
  • Plumbing