Proactive Account Management for Independent Insurance Agencies
https://www.uplineinsurance.com
We built Upline because independent agencies spend too much of their year replacing customers they never needed to lose. Shopping a policy at renewal is the best retention move an agent has, but doing it right takes hours per carrier, so most agencies only shop the customers who ask. Upline watches the book for upcoming renewals, reaches out in the agent's name, gathers updated details, runs quotes with each carrier, and hands back a recommendation ready to send. The agent stays the face of every touchpoint.
We tested the idea inside our design partner agency, Members 1st Insurance Services in Enola, PA.
Everyone knows that shopping customers ahead of renewal keeps them. What surprised us is that just offering to shop does too. When we offered to shop everyone coming up for renewal, only 43% wanted a shop, yet 98% stayed with the agency. Upline lets agents make that offer to their whole book, something that wasn't practical before, and takes on the 15 to 20% yearly churn the industry treats as normal.
