Western Financial Group had 300,000 renewing clients and a team that genuinely cared about each one. What they didn't have was the time to reach all of them with proactive, personalized client service. 

As the market softens, clients have more options and competition picks up. The agencies that hold their clients will be the ones that are able to reach them and deliver the level of attention they deserve. For most enterprise brokerages, that kind of proactive outreach at scale comes down to one thing: capacity. And capacity is usually what runs out first.

In this fireside chat, you'll hear directly from Morgan Mackenzie, SVP, Enterprise Strategy, Partnerships & Transformation, at Western Financial Group on the operational changes Western made to close that gap.

You’ll hear:

• The moment Western Financial Group knew their renewal process had to change, and what finally made them act

• How they successfully implemented a solution at enterprise scale, across branches, teams, and thousands of policies

• How they achieved standout results: 2.29% retention lift and 28,000 frontline hours annually repurposed to alternative tasks supporting an enhanced customer experience.

If you're managing a large book across multiple locations and retention is a priority this year, this conversation is for you.