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Client Retention

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Client Retention

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 under Programs so your clients automatically receive the following engagements:

Ready to get Started?

Opt into the program under the Program tab in the Marketing page in the platform here.

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)

Frequently Asked Questions

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How can I ensure my clients are receiving retention engagements on an ongoing basis?

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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?

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