Book Your Free 15-Minute Agency Assessment
Discover exactly how much revenue you could save with the 90-Day Renewal System
In just 15 minutes, we'll analyze your current renewal process and show you the specific strategies high-retention agencies use to keep clients from shopping around. This isn't a sales pitch - it's a genuine assessment designed to help you identify opportunities to improve your retention rate and protect your recurring revenue.
Start renewal conversations 90 days early (before clients think about shopping)
Automate policy review invitations and follow-up sequences
Identify cross-sell opportunities during renewal discussions
Track retention rates and client satisfaction metrics
Integrate seamlessly with your existing agency management system
Turn reactive renewal scrambling into proactive relationship building
No long-term contracts.
Cancel anytime.
Works with your existing AMS system.
The Hard Market Reality: Your Clients Are Shopping More Than Ever
57%
of agents report clients shopping around MORE than 2 years ago
15-25%
of clients lost by average agencies at renewal
60-90
days before renewal when shopping decisions are made
30
days out when most agencies start renwal talks(Too Late!)
Last-minute renewal scrambling
Instead of building relationships proactively
Lost recurring revenue
From preventable client churn at renewal time
Defensive conversations
When you should be demonstrating value proactively
Manual follow-ups
That eat into your actual selling time
Introducing the 90-Day Renewal System
The proven framework that high-retention agencies use to keep
clients from shopping in the first place
90
Policy Review Invitation
Proactive outreach before clients think about shopping. Automated emails and follow-up sequences.
60
Comprehensive Analysis
Coverage review, market updates, and value reinforcement. Identify cross-sell opportunities.
30
Options & Recommendations
Present renewal options with clear recommendations. Professional, organized presentation.
0
Seamless Renewal
Execute renewal with follow-up confirmation. Client feels valued and well-served.
Your New Renewal Process: Automated, Organized, Effective
How It All Works...
STEP 1: INTEGRATION 🔗
Connect with your existing AMS (HawkSoft, Applied Epic, EZLynx)
Import your renewal dates and client data
Set up automated workflows in minutes
STEP 2: AUTOMATION ⚡
90-day email sequences trigger automatically
Policy review meetings get scheduled seamlessly
Client communications are personalized and professional
STEP 3: RESULTS 📈
Turn reactive scrambling into proactive relationship building
Improve retention rates by 15-20%
Free up time for actual selling instead of renewal firefighting
The Math That Matters: ROI in Real Numbers
❌ Current State (78% retention)
Client churn 22%
Lost revenue (£500K agency) £110K annually
Time on renewal scrambling 60+ hours/month
Conversation type Defensive
✅ With Client Policy Center (94% retention)
Client churn 6%
Lost revenue (£500K agency) £30K annually
Time on relationship building 20 hours/month
Conversation type Proactive
Ready to Stop Clients from Shopping Around?
Join the growing number of independent agencies that are turning renewal season from a threat into their biggest competitive advantage.
Free 15-minute Agency Assessment
Custom implementation plan
No long-term contracts
Works with existing AMS
30-Day Results Guarantee
If you don't see improved client engagement within 30 days, we'll refund your setup fee completely.
Integrations
Hawksoft
Applied Epic
EZLynx
Resources
90-Day Retention Checklist
Agency Assessment
© 2025 Client Policy Center fromThe Home Services Pro Hub. All rights reserved | Privacy Policy | Terms Of Use
Stop playing defense with your renewals.