Client Retention

Getting started

Onboard to our platform

La Plataforma en Español

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Client Retention

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Additional Materials

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Client Retention Program

Improve your client retention without lifting a finger! We'll send emails and postcards to your clients throughout the year – at no extra cost, and always in your brand.

Opt-in on your platform so your clients automatically receive the following engagements:

Ready to get started?

Opt into the program by navigating to Back Office and selecting the option under Client Retention.

List of engagements

1: New Plan Enrollment

1: New Plan Enrollment

1: New Plan Enrollment

2: AEP Campaign

2: AEP Campaign

2: AEP Campaign

4: Birthday Cards (opt-in)

4: Birthday Cards (opt-in)

Online Reviews (Opt-In)

Online Reviews (Opt-In)

Online Reviews (Opt-In)

Frequently Asked Questions

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How can I ensure my clients receive ongoing retention engagements?

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Are the client retention engagements compliant?

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What happens when a client churns or passes way?

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Can I exclude individual clients from certain engagements?

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Will I have visibility into the engagements that have been sent to my clients?

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I have clients with life insurance policies. Do you do anything for them?

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How can I pay my invoice for handwritten birthday cards?

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I think I turned on Client Services but am not sure?

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Is the Client Retention Program available in Spanish?

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Client Retention Program
Ready to get started?
List of engagements
Frequently Asked Questions