Do you know specifically which client contributes the most to your agency in keeping the bills paid? Likewise, do your producers know which clients are helping the most in building a fund to help pay for their children’s education?

How often do you take the time to call a client and thank them for their business? Not to talk about an upcoming renewal or not to talk to them about an overdue invoice. Just to say thank you. As the agency owner, how often do you reach out to the most significant clients that are not in your specific book of business?

If you are like most of us, the answers to the above are no and seldom.

The first can be solved by quickly reviewing your agency data; the second can be solved with a simple calendar reminder. Neither of these requires a large investment in time or a new fancy analytic system. Both could put you light years ahead of your competition in developing client satisfaction.

Let’s talk about how you can use readily accessible data and cost-effective methods to improve your client experience. The team here at Endurance has worked with dozens of agencies in building client satisfaction programs.