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Client Retention Strategies

Name: Client Retention Strategies
Start: 2026-01-14T10:00:00-07:00
End: 2026-01-14T11:00:00-07:00

January 14 @ 10:00 am - 11:00 am MST

Register HERE >

Maintaining engagement with your clients during OEP is key—not only for retention but for strengthening relationships.
Discover strategies to keep your clients engaged throughout OEP and all year long.

Agenda

PlanEnroll Learning Center
Marketing emails and texts
Legacy Safeguard
Ask Integrity Cross-Sell Recommendations

Details

Date: January 14
Time:
10:00 am - 11:00 am MST
Event Category: IntegrityCONNECT
Event Tags:Agent Training, client retention strategies, IntegrityCONNECT

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