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Client: Retention
APP Delivery
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AppX Retention
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Management System Guide
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Online Store
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Accounting & Payroll
APP Attract
Podcasts
Branding
Video
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Marketing
APP Sales
Client: Retention
Re-Marketing
Increasing Coverage
Review Call
Onboarding
Kick Off Calls
Account Rounding/Cross Selling
Rate Increase
Management System Guide
Training Days
Training 2 Weeks
Referral
Graduation
Client: Claims
Client: Sales
Commercial Insurance
Management
General
Closing
Leads
Activities
Client: Service
Service Calls
Discounts
Training
Renewals
Client: Time Management
Email
Follow Up
Client: Agency Assessment
On-Site
Secret Shopper Calls
Reporting
Client: Training Topics
Training Topics
APP HR/ Internal
Internal Process
Client Data Reporting
AI Databoard
Data
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Help Center
Client: Retention
APP Delivery
Agency Performance Pack
Internal Processes
AppX Retention
AppX Sales
Agency Efficiency/Time Management
Management System Guide
Agency Assessment
Agency Interactive
Data Processing
Speaking Engagements
APP Convert
Online Store
Renewal
APP Collect
Accounting & Payroll
APP Attract
Podcasts
Branding
Video
Chat Bot
Marketing
APP Sales
Client: Retention
Re-Marketing
Increasing Coverage
Review Call
Onboarding
Kick Off Calls
Account Rounding/Cross Selling
Rate Increase
Management System Guide
Training Days
Training 2 Weeks
Referral
Graduation
Client: Claims
Client: Sales
Commercial Insurance
Management
General
Closing
Leads
Activities
Client: Service
Service Calls
Discounts
Training
Renewals
Client: Time Management
Email
Follow Up
Client: Agency Assessment
On-Site
Secret Shopper Calls
Reporting
Client: Training Topics
Training Topics
APP HR/ Internal
Internal Process
Client Data Reporting
AI Databoard
Data
Client: Retention
Knowledge articles on our AppX Retention program and making proactive renewal review calls.
Hawksoft AppX Retention Data
Gerber Insurance Databox Walk In
Gerber Databox - Phone Reports
Gerber Databox - Activities
Gerber Databox - Tasks & Productivity
Re-Marketing
How to Stop a Personal Lines Re-Market
When Is Re-Marketing Good?
Increasing Coverage
How to raise someone's auto liability from 100/300 to 250/500
Getting A Client Off of State Minimum Auto Coverage
Review Call
How will management know if all the calls are being made?
Handling the Older Population & Renewal Reviews
Making A Renewal Review Call Without Rate
What to do if someone responds to a renewal review email with no changes?
Renewal review where previous agency had lower agency standards
What to do when you see a rate increase on a renewal review?
What happens if a customer wants to get off the renewal call before you make your recommendations?
Selling EPLI During Covid-19
AppX Retention Call Voicemail Script
AppX Retention Use of Calendar Links
Express Renewal Reviews
See more
Onboarding
Should I have a dedicated person or team to make the calls?
Who should make renewal review calls?
When making renewal calls what if someone has multiple renewal dates?
What percentage of people will you speak with when making renewal review calls?
How to handle renewal review call feedback if the calls aren't great quality in the beginning?
Should you re-market an account before making a renewal call?
What happens the first training day of AppX Retention?
Who should be in charge of the AppX Retention Program?
What if someone just doesn't make renewal review calls?
What should the Agency expect when getting started making renewal review calls?
What should Management expect when making renewal review calls?
When Should I Tell My Team About AppX Retention?
What reports do we need to get to APP before we launch AppX Retention?
What are AppX Retention Call Sheets & What Do We Need to Do?
AppX Retention: What should team leaders be taking in the Agency Performance Pack To Get Ready for launch?
What incentive plans work for AppX retention?
AppX Retention New Client Survey
Agency Retention Manager Set Up Guide
How to set goals for Agency Retention?
What Incentive plans work best for Agency Retention?
What technology do I need for Agency Performance Partners (Online Live or Virtual)
Agency Retention Commercial Lines Call Sheet (Renewal Review Form) Edit Process
Agency Retention Personal Lines Call Sheet (Renewal Review Form) Edit Process
Agency Retention Farm Renewal Review Call Sheet Edit Process
What happens to renewal reviews when someone is out?
How do I tell the team about making renewal calls?
What Happens if we get off track making renewal calls?
What should we (the account managers) expect when making renewal review calls?
Can I email the client rather than make a renewal review call?
Should we trigger renewal calls off of download or expiration date?
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Kick Off Calls
What Happens in the Agency Retention Kick Off Call?
Account Rounding/Cross Selling
Do I need a declaration page to quote an account round on a renewal review?
How To Sell A Personal Umbrella Policy?
Rate Increase
How to reduce commercial lines re-marketing.
How to handle discussing rate when the increase came from insurance score decrease
When To Review Price On a Renewal Review Call
AppX Retention What Are Agency Standards?
Management System Guide
Run “Activity Report” in HawkSoft
Client Retention Rate in HawkSoft
Add Action Codes in HawkSoft
Running an Expiration Report in Hawksoft
Add Form Letter Templates in HawkSoft
Action Code Workflow HawkSoft
Run a Sales Report in HawkSoft
Account Review Suspenses in HawkSoft
Running a Suspense Report in HawkSoft
AppX Retention Action Code Definitions HawkSoft
Add Suspense Categories in HawkSoft
Checking Consistency with Producer-CSR-Agent HawkSoft
Report by -Agent- HawkSoft
Report by -Producer- CSR- HawkSoft
Adding HotKeys in Hawksoft
Add Working Document - Call Sheet
Add a Tag to Client File in HawkSoft
Add Source Codes in HawkSoft
Hawksoft Account Review Report by Agent 1 Agent 2 or Agent 3 For AppX Retention
Hawksoft AppX Retention: Account Review Report by Producer or CSR
Hawksoft AppX Retention: Account Review Suspense Report
Hawksoft AppX Retention Action Code Definitions
*AppX Retention Sample Workflow with Activity Codes
Add Email Templates in HawkSoft
Adding Text Templates in HawkSoft
Hawksoft AppX Retention: Using the Working Document - Call Sheet
Hawksoft AppX Retention Call Workflow
How to use the Call Sheet “Working Document”
How to find a call to be made – Report by Agent 1, 2 or 3
How to find a call to be made – Report by Producer/CSR
How to find a call to be made – Pre-Assigned Suspense
Closing Account Review Suspenses assigned at the “Policy Level”
Hawksoft AppX Retention Action Code Definitions
AppX Retention QQ Solutions Accessing the Email or Letter Templates
AppX Retention QQCatalyst Setting Up Notes/Important Notes
AppX Retention QQCatalyst Smartflow – Personal Lines
AppX Retention QQCatalyst Smartflow – Commercial Lines
AppX Retention QQCatalyst Retention Reports
AppX Retention Notes - QQCatalyst Tag Guide
AppX Retention Creating a Letter Template in QQCatalyst
AppX Retention QQCatalyst Non Renewed Reports and Expiring Policy Widget
AppX Retention Creating an Email Template in QQ Catalyst
AppX Retention Setting up Tags in QQ catalyst
AppX Retention AMS360: Using Form Letters as Emails
AppX Retention AMS360: Using Activity/Suspense Codes and Document Types
AppX Retention AMS360: Configuring Document Types
AppX Retention AMS360: Electronic Renewal List
AppX Retention AMS360: Creating AMS360 Form Letters including Merge Fields
AppX Retention AMS360: Configuring Action and Suspense Codes
AppX Retention AMS360: Action Codes and Document Types Guide
AppX Retention AMS360: Creating and Using Microsoft Word Quick Parts with Email Templates
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Training Days
AppX Retention Live Training Day 1
AppX Retention Bi-Weekly Video Call Overview
AppX Retention Virtual Training Day 2
AppX Retention Live Training Day 2
Agency Retention Virtual Training Day 1
See more
Training 2 Weeks
What Things Should An Agency Team Member Be Doing During The Agency Retention Training 2 Weeks?
What Things Should Leadership Be Doing During The Agency Retention Training 2 Weeks?
Referral
How to Build a Referral Program
Graduation
AppX Graduation
