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 the retention rate you have, the better chance your book of business has to grow and reach your goals.
Using an agency management system 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 necessary client touch points throughout the year to keep your clients happy and well-informed.
These plain-text templates provide you with messaging you can take and use immediately. They’re completely flexible, so you can edit as needed.