Client Service Reviews™ and Related Products and Services

Client Service Reviews:

Active Retention has pioneered a process called Client Service Reviews. This special survey process allows us to gather deep, candid information about your best clients. Our analysts review every client response and our technology rapidly disseminates the information to your management and field teams. We help your company to improve loyalty and retention and to generate cross selling and referral opportunities. Every company receives a minimum of a 50% response rate, a 300% ROI and a significant view into their best clients’ thoughts, perceptions and areas requiring attention. The executive team has an easy to use dashboard to drill down on any aspect of the survey data in seconds.

Client Testimonial Service:

Your organization has spent years servicing and supporting your best clients. You have great relationships with these companies and some great stories to share. Active Retention will help you take advantage of your hard work and client centric attitude. Our professional writers, editors and graphic artists will create compelling, professional testimonials about your track record with your best clients. We take care of everything, including the client interviews, writing, editing, and custom graphics. We even match your branding and the look and feel of your web site if you like. The finished product is great for collateral, promotional campaigns and posting on your web site. It takes as little as two weeks for us to complete a testimonial for your organization.

Check out a few of our recent testimonials:

• Cambrex
• Merit Entertainment
• Pizza Hut
• ABA

National Benchmarking Module*:

Your scores are looking good – or are they? Our national benchmarking module allows you to compare your scores sided by side with the national benchmarks. Compare the low, high and average scores of organizations just like yours to determine the effectiveness of your initiatives. Do your sales and service teams score in the upper 50% of all agencies? Are they near the top of the charts? How about your invoicing, training, responsiveness or customer appreciation? Our benchmarks quickly and easily point out your strengths and weaknesses, taking the guesswork out of your strategic planning.

* Currently available for Insurance Brokers/Agencies only

Lost Client Reviews:

Why are your clients moving to the competition? Perhaps you heard they left due to price issues, innovative programs by your competitors or service related issues but have no empirical information to validate these perceptions. In some instances, the loss may have come as a complete surprise to your organization. On the other hand, perhaps someone in your organization knew about the issues but did not effectively communicate these to management. We customize Lost Client Reviews specifically for your organization, and elicit candid responses to identify the real reasons that your clients have moved to competitive offerings. We utilize advanced web based surveys, on-site interviews and telephone interviews to ensure your organization receives the strategic and tactical feedback necessary to optimize client retention. Active Retention’s Lost Client Reviews improve client retention by identifying the fundamental reasons for client loss.

	I would strongly recommend Active Retention’s Client Service Review Solution for organizations seeking to understand the specific needs and wants of each key decision maker within their client community. Active Retention’s Testimonial Service was fast and professional – it helped us better articulate our client successes to our prospects and even within our own organization.
	Brian Bair Crawford Advisors, LLC

Product & Service Reviews:

Optimize your cross selling and referral generation efforts! Product & Service Reviews mine your clients for new, high quality opportunities. Our unique Cross Selling and Referral Methodology allows us to gather deep, candid information from your best clients:

• A Unique Solution to Grow Your Business
• Dramatically Increase Cross Selling Opportunities
• Dramatically Increase Referral Opportunities
• Measure the Competition - Target Competitor Takeaways
• No IT effort required by your firm
• Dashboard to drill down on all results
• Guaranteed Minimum 300% potential Return On Investment
• Guaranteed 50% Response Rate

Our fast and effective process will yield candid details about what your clients want, need and would like to buy. Best of all, we determine the competitive landscape, delivering details of your competitors’ performance and alerting you whenever the competition is delivering sub standard service (we call these competitive takeaways). And our state of the art technology gives you fast and easy access to your data in seconds.