Are Competitors Stealing Your Clients? Fix Retention Fast with CPR

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Ever had a client switch agents out of nowhere… even though everything seemed solid?

It wasn’t random and it wasn’t the pricing.

In this episode of The Modern Insurance Agent Podcast, David & Elle Denning pull back the curtain on the silent churn problem affecting agents nationwide. Competitors aren’t stealing your clients with better offers… they’re slipping in through small gaps you didn’t know you had.

You’ll discover the 4 Silent Client Stealers the subtle warning signs agents overlook until it’s too late and a simple, repeatable retention system called The CPR Routine that makes your book dramatically harder to poach.

Plus, David and Elle walk through a 5-Day Client Retention Reset you can run anytime to revive relationships, boost loyalty, increase renewals, and spark more organic referrals.

If you want to keep your book tight, protected, and profitable… this might be your most important episode of the year.

⭐ WHAT YOU’LL LEARN

🔹 The 4 Silent Reasons Clients Leave (Pricing Isn’t One of Them)
Understanding the invisible emotional and behavioral triggers behind client churn.

🔹 Why Neglect Isn’t Personal, It’s Structural
How missing touchpoints create vulnerability even for loyal clients.

🔹 How to Stay Top-of-Mind All Year Long
The retention habits that prevent competitors from slipping into conversations.

🔹 The Client Vulnerability Moments You MUST Catch
What happens during claims, renewals, and life changes that opens the door for poaching.

🔹 The CPR Retention Rhythm
A simple cadence of Check-ins, Personalization, and Reviews that stabilizes your book.

🔹 How to Protect Your Book 30–45 Days Before Renewal
The exact message that prevents shopping and keeps premium in your agency.

🔹 Micro-Engagement Strategies Using Social Media
Simple, low-time actions that build loyalty and generate referrals.

🔹 Red Flags That a Client Is Slipping Away
How to catch churn early and how to save the relationship.

🔹 A 5-Day Retention Reset You Can Run This Week
Daily actions that instantly revive engagement and strengthen loyalty fast.

Connect with Us:

🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcast

Join the Movement of Modern Insurance Agents!

Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀

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