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Client: Retention
Knowledge articles on our AppX Retention program and making proactive renewal review calls.
Re-Marketing
Increasing Coverage
Review Call
- Handling the Older Population & Renewal Reviews
- Making A Renewal Review Call Without Rate
- How will management know if all the calls are being made?
- What happens if a customer wants to get off the renewal call before you make your recommendations?
- What to do when you see a rate increase on a renewal review?
- Renewal review where previous agency had lower agency standards
- What to do if someone responds to a renewal review email with no changes?
- Selling EPLI During Covid-19
- AppX Retention Call Voicemail Script
- AppX Retention Use of Calendar Links
- Express Renewal Reviews
Onboarding
- What happens to renewal reviews when someone is out?
- AppX Retention New Client Survey
- When Should I Tell My Team About AppX Retention?
- Agency Retention Manager Set Up Guide
- How do I tell the team about making renewal calls?
- What should Management expect when making renewal review calls?
- What Happens if we get off track making renewal calls?
- What if someone just doesn't make renewal review calls?
- What should the Agency expect when getting started making renewal review calls?
- What should we (the account managers) expect when making renewal review calls?
- What Incentive plans work best for Agency Retention?
- Should you re-market an account before making a renewal call?
- Who should be in charge of the AppX Retention Program?
- What happens the first training day of AppX Retention?
- What percentage of people will you speak with when making renewal review calls?
- Who should make renewal review calls?
- How to handle renewal review call feedback if the calls aren't great quality in the beginning?
- Can I email the client rather than make a renewal review call?
- When making renewal calls what if someone has multiple renewal dates?
- Should we trigger renewal calls off of download or expiration date?
- Should I have a dedicated person or team to make the calls?
- What reports do we need to get to APP before we launch AppX Retention?
- What technology do I need for Agency Performance Partners (Online Live or Virtual)
- How to set goals for Agency Retention?
- What incentive plans work for AppX retention?
- What are AppX Retention Call Sheets & What Do We Need to Do?
- Agency Retention Personal Lines Call Sheet (Renewal Review Form) Edit Process
- AppX Retention: What should team leaders be taking in the Agency Performance Pack To Get Ready for launch?
- Agency Retention Commercial Lines Call Sheet (Renewal Review Form) Edit Process
- Agency Retention Farm Renewal Review Call Sheet Edit Process
Kick Off Calls
Account Rounding/Cross Selling
Rate Increase
Management System Guide
- Adding HotKeys in Hawksoft
- AppX Retention AMS360: Creating and Using Microsoft Word Quick Parts with Email Templates
- Add Working Document - Call Sheet
- Add a Tag to Client File in HawkSoft
- Add Source Codes in HawkSoft
- Running an Expiration Report in Hawksoft
- Run “Activity Report” in HawkSoft
- Running a Suspense Report in HawkSoft
- Run a Sales Report in HawkSoft
- Report by -Producer- CSR- HawkSoft
- Report by -Agent- HawkSoft
- Checking Consistency with Producer-CSR-Agent HawkSoft
- Client Retention Rate in HawkSoft
- Adding Text Templates in HawkSoft
- Add Suspense Categories in HawkSoft
- Add Form Letter Templates in HawkSoft
- Add Email Templates in HawkSoft
- Add Action Codes in HawkSoft
- Action Code Workflow HawkSoft
- AppX Retention Action Code Definitions HawkSoft
- Account Review Suspenses in HawkSoft
- Hawksoft AppX Retention: Using the Working Document - Call Sheet
- *AppX Retention Sample Workflow with Activity Codes
- Hawksoft AppX Retention Call Workflow
- Hawksoft AppX Retention Action Code Definitions
- Hawksoft AppX Retention: Account Review Suspense Report
- Hawksoft AppX Retention: Account Review Report by Producer or CSR
- Hawksoft Account Review Report by Agent 1 Agent 2 or Agent 3 For AppX Retention
- How to use the Call Sheet “Working Document”
- Closing Account Review Suspenses assigned at the “Policy Level”
- Hawksoft AppX Retention Action Code Definitions
- How to find a call to be made – Report by Producer/CSR
- How to find a call to be made – Report by Agent 1, 2 or 3
- How to find a call to be made – Pre-Assigned Suspense
- AppX Retention QQCatalyst Non Renewed Reports and Expiring Policy Widget
- AppX Retention QQCatalyst Smartflow – Commercial Lines
- AppX Retention QQCatalyst Smartflow – Personal Lines
- AppX Retention Notes - QQCatalyst Tag Guide
- AppX Retention QQCatalyst Setting Up Notes/Important Notes
- AppX Retention Creating an Email Template in QQ Catalyst
- AppX Retention Creating a Letter Template in QQCatalyst
- AppX Retention QQ Solutions Accessing the Email or Letter Templates
- AppX Retention QQCatalyst Retention Reports
- AppX Retention Setting up Tags in QQ catalyst
- AppX Retention AMS360: Electronic Renewal List
- AppX Retention AMS360: Action Codes and Document Types Guide
- AppX Retention AMS360: Configuring Action and Suspense Codes
- AppX Retention AMS360: Configuring Document Types
- AppX Retention AMS360: Using Activity/Suspense Codes and Document Types
- AppX Retention AMS360: Using Form Letters as Emails
- AppX Retention AMS360: Creating AMS360 Form Letters including Merge Fields