At Goosehead, we have a wonderful CRM system through Salesforce that tracks everything.  It allows me to follow up with reminders, events/coffee dates, phone calls, and service issues.  I am also able to send out birthday messages, congratulatory emails for closing on new home, and follow up emails on renewals.  Not only is our system wonderful for current clients, but I am able to set a reminder to follow up with any clients at their renewal.  If I wasn't able to improve their coverage and beat their current carriers price, I can send out a reshop for them at their renewal and see if I am able to do it in the future.