Run Time: 30:28
in On Point

Life Events Are Opportunities

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Are your customers getting married? Moving? Adding drivers? Co-habitating? Of course they are! And these life events highly correlate with insurance shopping...and defections from your agency. Kevin Ament is a regular guest with "On Point," and here's another action-packed installment with plenty of practical advice, examples and references to digital tools. Smart agencies find out early about customers' life events and engage them to retain, and even expand, their lines of business with the agency. Yet, for example, with youthful driver adds, only one in four agents report having a process to educate and mitigate defections. Listen as Kevin outlines how data and technology can turn change into opportunities.

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