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!