Advanced Skills
Client Management
Take your insurance practice to the next level
30 mins•4 topics
Building Long-term Relationships
Relationship building strategies:
- Trust building
- Regular communication
- Value-added services
- Personal connection
Client Retention Strategies
Effective retention techniques:
- Regular reviews
- Proactive service
- Loyalty programs
- Feedback systems
Referral Programs
Referral program components:
- Incentive structure
- Communication plan
- Tracking system
- Recognition program
Client Communication
Communication best practices:
- Regular updates
- Multiple channels
- Clear messaging
- Response protocols