Every agency treats its book as one list and then serves everyone equally badly. This groups clients so the service model matches what each group is actually worth.
What's Included
- Segments by value and potential not just by current premium.
- A service level per segment which you define deliberately.
- Clients who moved segment flagged, because that is the signal.
- An assistant that names who is under-served.
How To Use
- Segment on potential as well as current premium.
- Define the service each segment gets, then actually deliver it.
- Watch movement between segments. That is where the news is.
- Review segments annually. Businesses grow and shrink.
Apply it in the renewal engine, and check the result in retention analysis.