The more you can showcase your knowledge and capabilities, the better equipped you will be to provide the superior service your clients expect. (Mediteraneo/Adobe Stock) The more you can showcase your knowledge and capabilities, the better equipped you will be to provide the superior service your clients expect. (Mediteraneo/Adobe Stock)

Client acquisition and client retention are both integral factors to efficiently grow your book of business. If you fail to add a sufficient number of new clients or lose a lot of existing clients, your book will struggle to grow.

The internal sales processes for acquisition and retention are similar yet different. It is important to understand and embrace both processes, as they are each equally important to achieving true book growth.

Want to continue reading?
Become a Free PropertyCasualty360 Digital Reader

Your access to unlimited PropertyCasualty360 content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Breaking insurance news and analysis, on-site and via our newsletters and custom alerts
  • Weekly Insurance Speak podcast featuring exclusive interviews with industry leaders
  • Educational webcasts, white papers, and ebooks from industry thought leaders
  • Critical converage of the employee benefits and financial advisory markets on our other ALM sites, BenefitsPRO and ThinkAdvisor
NOT FOR REPRINT

© 2025 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.