As a wholesaler, your success is directly tied to the strength of your agency relationships and their ability to retain business. In today’s competitive market, pricing alone isn’t what keeps clients coming back — it’s delivering year-round value. One of the most effective ways to do this is by positioning carrier value-added services, like USLI’s Business Resource Center, as a core part of the policy. By equipping your retail agents with the right messaging and materials, you help turn the Business Resource Center into a client retention driver.
While the Business Resource Center is available to every policyholder, its impact depends on agent awareness and promotion.
The Business Resource Center equips insureds with:
- Loss control resources: checklists, articles, videos and webinars designed to help prevent claims
- Operational support: human resources tools, compliance guidance and customizable business resources
- Exclusive discounts: savings that can total hundreds or even thousands of dollars annually
When your agents utilize the Business Resource Center, they can increase their chances of renewal retention. We often see that once a policyholder has access to the resources and discounts available to them, they are less likely to move their policy to another carrier due to perceived value, creating a more stable and profitable book for you and your appointed agencies.
You play a critical role in helping agents recognize and communicate this value. Here are a few simple ways to promote adoption:
- Send regular emails to highlight specific resources that agents can share with clients. Reinforce that the Business Resource Center is included with every USLI policy
- Tip: The Business Resource Center’s search functionality allows you to quickly find industry-specific resources tailored to your agents’ books of business
- Share articles through your customer newsletter to help build brand awareness and provide valuable content for them to pass along to policyholders.
- Not sure what to share? Start with timely articles, like sending pool safety tips in late spring, promoting discounted background checks during peak hiring season, or sharing hurricane preparedness articles for coastal risks
When you help your agents leverage the Business Resource Center, you’re doing more than promoting a tool — you’re helping them deepen client relationships, differentiate their offering and increase renewal retention. In turn, this strengthens your book by making it more stable, predictable and profitable.
