[Free PDF] 6 Steps to Onboarding a New Client

Handle your new clients with care by implementing an effective onboarding strategy within your agency management system (AMS) that takes care of them every step of the way.

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You've Gained a New Client; Now What?

You've done all of the work to convert the new client. Now, take them through the next stage: onboarding.

The #1 reason clients leave an insurance agency is due to lack of communication. Overcome this by creating a detailed, communication-focused onboarding strategy that helps your clients navigate being a client.

These six steps cover:

  • New Client Welcome
  • Policy Submission Notifications
  • Policy Submission Updates
  • & More

Bonus! With the help of Automated Workflow, all you have to do is set these up once, and your onboarding process will run on its own from there!

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What is onboarding?

Onboarding occurs after a person becomes a client. The onboarding period is a great time to keep the new client updated on their policy status, share resources they may need, and thank them for choosing your agency.

What tools do I need?

It's beneficial to have an agency management system (AMS) with workflow automation. Workflow automation can help you streamline your efforts to make the onboarding process efficient and bring more value to your client.

Who is AgencyBloc?

AgencyBloc is the #1 Agency Recommended management system for the life and health insurance industry and gives you the tools to automate your processes and stay in more consistent communications with your prospects and clients.