Client Retention and Personal Touch in Small Business Insurance with Jason Binyon Titelbild

Client Retention and Personal Touch in Small Business Insurance with Jason Binyon

Client Retention and Personal Touch in Small Business Insurance with Jason Binyon

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In this episode, SAM talks with Jason Binyon of Farmer's Insurance in Frisco, Texas, discussing the importance of client retention, personal touch, and sustainable business practices for small business owners.

How to connect with Jason: https://linktr.ee/binyonagency


They explore the benefits of maintaining close client relationships and how to effectively manage insurance needs with a personal touch. Jason shares his experience running an insurance agency, emphasizing the importance of systematizing processes and being intentional in customer interactions.


They also discuss the value of meaningful gifts in maintaining client relationships and the importance of having a reliable insurance agent for support during claims. SAM underscores that the fastest path to growth is through strengthening existing client relationships rather than constantly chasing new ones.

00:00 Introduction: The Juggling Act of Small Business

00:32 Meet Jason Binyon: The Insurance Guy

01:11 Understanding Insurance: Coverage and Claims

08:58 Client Retention Strategies for Small Businesses

13:59 The Importance of Personal Touch in Business

20:36 Effective Onboarding and Appreciation

23:33 Closing Thoughts: The Value of Relationships

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