Hey guys,
Just getting into the FE business(and insurance as a whole) and wanted to try and pick the brains of those more experienced regarding client retention and policy persistency. What are some best practices you have outside of policy reviews, sending thank you cards, sending birthday cards and making "happy birthday" phone calls?
Thanks a bunch! :biggrin:
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Just getting into the FE business(and insurance as a whole) and wanted to try and pick the brains of those more experienced regarding client retention and policy persistency. What are some best practices you have outside of policy reviews, sending thank you cards, sending birthday cards and making "happy birthday" phone calls?
Thanks a bunch! :biggrin:
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