Client Retention
We'll send emails and postcards to your clients throughout the year – at no extra cost, and always in your brand.
10 articles
- Client Retention Program
- Enabling the Client Retention Program as an LOA AgencyA two-role guide for Agency Principals and LOA Agents on enabling and configuring the AEP Retention Campaign for an LOA book of business.
- FAQ: Client Retention Program
- New Plan Enrollment Campaign
- 2027 AEP Retention Campaign
- Monthly Newsletter (Opt-In)
- Birthday Cards (Opt-In)
- Online Reviews (Opt-In)
- Plan Exit Campaign
- New Plan Submitted Campaign