In this episode of The Leader’s List, Tony Amador, Proxxy Co-founder, sits down with Murrey McKee, CEO of C1 Insurance Group, to dive deep into the powerful strategies behind successful client retention. Murrey shares how adopting a customers-first approach has been key to C1’s success, while also acknowledging the challenges that come with it.
Key moments from this insightful discussion include:
- “What the customer wants might not be what we want”: Murrey highlights how adapting to client needs, even when it’s inconvenient for the business, is critical for maintaining trust and loyalty.
- Three pillars of retention: The importance of fighting for clients, keeping them well-informed, and responding quickly to their needs.
- Tailored solutions matter: The unique approach of offering personalized insurance options based on individual risk tolerance, and how this consultative approach drives client satisfaction.
- Challenges in rising costs: How C1 navigated increasing insurance rates by proactively keeping customers informed, fighting for them, and explaining the “why” behind every decision.
- Murrey also reflects on lessons learned, such as how staying responsive to market changes and customer behaviors helped improve their retention strategy, even in tough times.
Get actionable insights to boost your retention efforts, stay customer-focused, and grow your business by keeping loyalty at the core.
