Great Service Wins the Job.
Staying Remembered Wins the Next One.
Consistent follow-up doesn’t just retain policyholders
it increases renewals and referrals
Most clients leave a transaction happy and would gladly work with their agent again. The challenge is that months or years later, life moves on and communication fades. Without consistent follow-up, even good relationships quietly drift.
I’m Wayne. I’ve owned a home-service business for over 29 years, and I also work in the insurance industry.
Over time I realized something important — our customers were happy and would gladly use us again, but as life moved on and time passed, we weren’t always the person they thought of when they needed service.
Once we fixed that, everything changed.
For many years we did what most businesses do — we focused almost entirely on getting the next customer.
The real change came when we began consistently reaching out to past clients with simple follow-ups, occasional cards, and small appreciation gifts just to stay connected.
Repeat business increased, referrals followed, and over time our company nearly doubled
Great service earns satisfaction.
Staying remembered earns the next call.
Why This Matters In Insurance
Insurance is different because relationships matter more over time than at the initial policy. A client may not need you for months or even years, but when a renewal, coverage question, claim, or referral situation occurs, they contact the agent they feel most familiar with.
What You’re About To See
Below is a short overview explaining the follow-up approach I used in my own business. It shows how simple, consistent client touchpoints help insurance agents stay connected so clients renew policies and refer friends and family.
You can simply watch the overview — no commitment required
— Wayne
Founder, Stay Remembered
If you have any questions, feel free to message me on Facebook.
I’m happy to point you in the right direction.