Insurance is hard to understand: cover, exclusions, limits and excess. Customers who do not understand either delay or pick the cheapest and get a shock at claim time. Pages explaining each insurance type in plain language build trust, and customers request a quote knowing what they are looking for.
A good broker earns more from renewals than from the first sale. But when renewal dates live in a spreadsheet or a staff member's memory, many clients pass their date and renew elsewhere. A reminder a month ahead, to client and staff member, protects the portfolio.
The claim is a broker's real test. When a claim is numbered and tracked with its documents, and the client can see its status in their portal, they feel someone is standing beside them — which is what makes them renew and recommend.