"I was losing five clients a week at the beginning of the year because of people’s premiums going up. But by being proactive and having personalized conversations, I can safely say that now I’m not losing any policies."
“We now have more supportive conversations with every client. The team can proactively call clients and talk to them beyond just premium increases — they can also quickly see missing coverages and additional coverage options, as well as highlight their expertise and showcase their value.”












