The P&C Broker’s Guide to Proactive Safety & Risk Management Content

How leading agencies stay visible, valuable, and indispensable between renewals

If your clients only hear from you at renewal and after claims, you’re leaving the relationship and your retention rate to chance. The 2025 Zywave Broker Services Survey found that 50% of clients who left their broker cited lack of communication as the primary reason, ranking it higher than price or coverage gaps.

That’s why we put together a playbook that shows P&C brokers how to turn seasonal safety moments, from hurricane season and OSHA’s National Safety Stand-Down to National Safety Month and summer heat risks, into a year-round client engagement strategy that drives retention and deepens relationships.

Read the playbook to discover:

• How to build a seasonal safety content calendar that maps the right resources to the right clients at the right time
• What top agencies are putting in front of their commercial clients — from hurricane preparedness guides and fall prevention toolkits to heat illness prevention programs
• How to scale proactive content delivery across your entire book using an insurance-specific content ecosystem and branded client portal

84% of clients expect to hear from their broker at least monthly. The agencies meeting that expectation with relevant safety and risk content are the ones winning on retention.

Download The P&C Broker’s Guide to Proactive Safety & Risk Management Content and build the engagement strategy your book needs.