EOGUARDIAN . COM
Don ’ t just take our word for it . We recommend running a report from your agency management system that breaks down the proportion of new sales 30-days before and after the renewal period versus the rest of the year . What does your data say ? •
EDUCATION & EVENTS transformation , provides a way to pinpoint when account rounding activities should occur , and the exact policy or service that the client will be interested in . Acquiring the capabilities to understand what every prospect or insured wants allows companies to become competitive against larger players , and increase market share accordingly .
EOGUARDIAN . COM
Don ’ t just take our word for it . We recommend running a report from your agency management system that breaks down the proportion of new sales 30-days before and after the renewal period versus the rest of the year . What does your data say ? •
Colby Tunick is the CEO and co-founder of artificial intelligence startup ReFocus AI , an InsurTech focused on helping you better retain and cross-sell your book of business . He has a background in business development with both private and public sector experience .
1 - https :// www . collinsongroup . com / en / insights / uk-consumerswant-to-hear-from-their-insurance-providers-more-often
2023 JM Wilson KAIA OUTLINES _ v2 . indd 1 10 / 17 / 23 9:49 AM
10 KANSAS INSURANCE AGENT & BROKER