The #1 reason a client leaves an agency is due to a lack of regular and meaningful communication. Overcome this and boost your client retention rate by using AgencyBloc’s Automated Workflow. Set up workflows that welcome them as a new client, help get them started with their new policy, wish them a happy birthday, alert them to policy changes and renewals, and more. Making an effort to stay in touch can make all of the difference in client retention.
Tip: To help you be successful, we suggest you check out the Getting Started with Automated Workflow webinar first to learn the fundamentals of the Automated Workflow feature.