Timothy Schucker explains why the first 90 days after a sale matter most. Heavy outreach during this window—confirming clients got their policy, answering questions, asking for referrals—cuts churn. A CRM automation flow handles the follow-ups for you.
Communication. This is how often you reach out and check up. I recommend within the first 90 days. That's when you're most likely to have somebody fall off the books. So have your reach outs be the most heavy during the first 90 days. Reach out to them to make sure they get their policy. Reach out to them to see if they have any questions. Reach out to them for referrals. Make sure that they feel like you care. You can also automate some of the communications. You can literally use our new client flow, which we have built into the CRM that follows up with them for 90 days after you sold them.
