A one of a kind automated retention management tool. Specifically designed for life and health agents to easily increase their retention rate to 95%. On The Books automates client followup through handwritten cards and text messages.
We are two everyday insurance agents who have been in the industry for three years trying to navigate the best way to be successful. We each had a rocky start as we figured out how to sell various products over zoom, in person and via tele sales. While each type of sale had its own challenges, we found that there was a common similarity; clients will fall off the books. We realized that if we were going to spend money and effort to acquire a client, we should definitely make an effort to keep our business from having chargebacks. In the beginning just like most agents we were at around an 80% retention rate. We found that every mastermind conference, company call or team huddles, in some way talked about the same thing, which was, how to retain more clients. Everyone seemed to have one small nugget of gold; whether it was cards, texts or a spreadsheet for our client follow up etc. Combining everything we learned, this knowledge became our protocol for client follow up. We we increased our personal retention to 90-95%.
We decided to create a tool for agents to attain the same retention rate. Retain your clients and keep 95% On the Books. If you are a full time agent you will save at least one or two policies a month putting more money in your account, while writing the same amount of business. We hope you enjoy using the app, if you have any questions or would like to share your comments. Please email us at support@onthebooks95.com Sincerely, Matt and Avi
Login / RegisterA one of a kind automated retention management tool. Specifically designed for life and health agents to easily increase their retention rate to 95%. On The Books automates client followup through handwritten cards and text messages.