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An engagement strategy for VIP clients should be more intensive and proactive , while regular customers ’ engagement strategy could be less intensive . A metric other than average premium , such as segmenting your top 20 % or 30 % of your clients , could be used to make the VIP club more exclusive . This client segment , along with the report-based approach mentioned in Strategy A , can be used in combination as a starting point to begin to use your client data to help increase retention and ultimately help your agency become more profitable and grow .
STRATEGY C : POLICY ATTRIBUTES In addition to the data discussed in Strategies A and B , policy attributes also provide important levers for discussing policy renewals with clients . For example , suggesting additional coverages , varying deductibles to fit premium to their budget , etc . are valuable but straightforward parameters to influence retention . Alerting your staff to this information while speaking to the client will make the conversation more meaningful . A consistent agency-wide strategy can be executed with clear tactical indicators using policy attributes from the book of business .
If this is done along with data parameters described for Strategies A and B , the retention campaigns will become highly personalized and provide an improved client experience .
STRATEGY D : INTERACTION AND PREDISPOSITION INDICATORS
Along with the book of business attributes , if one has engagement variables such as the count and outcome of
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