Stop clients walking away by creating better solutions for them

Bob has been enjoying customized service from The Shepherd Group for 25 years and has developed loyalty toward the company. For Bob, cancelling would have been less than ideal. And even though he had been with his insurer for many years, he was actively considering looking elsewhere for a different solution after his premium increased during renewal.Facing potential cancellations, we always try to determine why a client is cancelling and what we can do to deliver on their needs. Often, the situation requires tweaks like sourcing some sort of alternate solution for clients by looking at other markets to find better options.To accurately capture Bob’s current situation, we re-examined his coverage details and noted areas where he could be getting coverages more appropriate to his specific needs.We communicated this potential to his insurer and they approved our suggestion which in turn made his premium more competitive in terms of cost.In the end, what may have been a lose-lose situation turned into an everyone wins moment.We also acted proactively to ensure Bob’s success well into the future by taking the opportunity to analyze his other assets and exposures during the renewal process. Bob informed us that he may modify his driving patterns in the future, therefore we can plan for any changes in advance to be ready and avoid surprises down the road.Here’s to another 25, Bob.