[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 a lack of communication. Overcome this by creating a detailed, communication-focused onboarding strategy that helps your clients navigate the client experience.

These six steps cover:

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

Bonus! With the help of workflow automation, 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 an ideal opportunity to keep the new client informed about their policy status, share resources they may need, and express gratitude 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 more efficient and bring greater value to your clients.

Who is AgencyBloc?

AgencyBloc is the #1 Recommended Insurance Industry Growth Platform for the health and benefits insurance industry. It provides you with the tools to automate your processes and maintain more consistent communication with your prospects and clients.