005 - Client Retention Strategies with Rocket Referrals

As COVID cases spike across the US, business leaders and families are faced with increased risk and uncertainty.  As an insurance and risk management professional, there could be no better time to lean into this pandemic and deliver a customer experience journey that demonstrates a commitment to your clients, prospects, and community. In this episode of the Beyond Insurance Podcast, Torey Maerz, CEO of Rocket Referrals, shares strategies and tactics that will help improve your client satisfaction and retention.  Together, host Matt O'Neill and Torey address issues such as what are the common causes of an unhappy customer, how you can leverage digital marketing to build deeper client relationships, and tactics to remain resilient during uncertain times.  You can learn more about this, and other Beyond Insurance episodes, by visiting our website, www.beyondinsurance.com. 

Om Podcasten

Welcome to the Beyond Insurance Podcast, an interactive program dedicated to empowering insurance and risk management professionals to capture unrealized potential, that is what you are capable of becoming. Each episode will bring you actionable insights to move you to the next level of success. Each episode, your host Matt O’Neill will bring to you the leaders of this risk revolution. You can connect with Matt via email at moneill@beyondinsurance.com.