What does account-rounding focus on?

Account-rounding primarily focuses on ensuring clients have comprehensive coverage. This practice involves assessing a client's needs and providing them with a full suite of products and services offered by the agency. By encouraging clients to hold multiple policies or cover different aspects of their lives and businesses, agencies can enhance client satisfaction and retention.

When clients have comprehensive coverage, they are more likely to feel secure in their choices and develop a stronger relationship with their agency. This holistic approach benefits both the client and the agency, as it can lead to increased revenue through cross-selling while also providing clients with a sense of security that all their insurance needs are met under one roof.

In contrast, options discussing reducing the number of accounts, eliminating gaps in the client base, or only tracking high-value accounts do not capture the essence of the goal of account-rounding, which is to expand the coverage and services provided to existing clients, rather than just focusing on operational efficiency or exclusive attention to specific accounts.