The Retain-Renew-Grow™ is a program that automatically transmits a customized email to the agency/agent with a list of previously financed accounts that will renew in the next quarter. It is a “heads up” tool for the agency to start discussing renewal/payment options with the insured a few months before renewal. Retain and Grow strengthens the insured relationship and increases retention percentage.
Final Approach™ Program:
The Final Approach™ is a program created to reduce cancellations and maximize retention of policies after all previous notices have failed. The Final Approach™ program enables (CPF) to call and email your insured three business days before cancellation. (CPF) interfaces personally with the insured to collect payment and avoid cancellation. The Final Approach™ has reduced cancellations to a low 2.8%.
Flex Plan™ Program:
The Flex Plan™ was created to help agents close more business. You can customize the due date, number of installments and billing cycle. You are able to offer your insured's a monthly, quarterly and semi-annual plans that fits their personal needs. A tailored approach to clients results in your agency having a decisive advantage over your competitors.