Step 6: Results

The most rewarding step in the process for us, and the advisors and MGAs we work with, is the utilization of our reccomendations by policyholders. Of course, MGAs we work with experience increases in production; however, the added value delievered to advisors leads to higher retention rates. Having a comprehensive lead program truly differentes your MGA.

In our experience, advisors also build a much stronger relationship with their policyholders by offering this form of customer service. This leads to a higher level of policyholder satisfaction and considerably lower attrition, even after a book-transfer. Ultimately, Jacox-Hilton provides MGAs with a sustainable growth strategy that not only increases short-term revenue but also the long-term value of the business.