Gain a Leg-Up on Your Competition With Boosted Retention
It’s no secret that client retention is the name of the game for insurance agencies. The higher your retention rate, the better chance your book of business has to grow and reach your goals.
Using an agency management platform to manage your client base can help you be proactive with your retention efforts. Combine the powers of workflow automation and email marketing to ensure you perform the necessary client touch points throughout the year to keep your clients happy and well-informed.
These plain-text templates provide messaging you can take and use immediately. They’re completely flexible, so you can edit as needed.