WEB261014TC - Tech Connect - Retention Is the New Growth: Client Communication That Keeps Accounts Home

Description

Welcome to the New Tech Connect courses: Retention Is the New Growth: Client Communication That Keeps Accounts Home

As the market stabilizes, the agencies that win will be the ones clients hear from first. This session covers practical ways to automate renewal touchpoints, proactive reviews, and check ins without losing the personal voice your clients expect. Walk away with a simple communication calendar you can start using immediately.

Instructor: Matt Slade

Matt Slade is Co-Founder of PrismAMS and has spent more than 20 years in insurance technology, working with AMS vendors, comparative raters, carriers, and independent agencies across the country. He is the author of The Insurance Agency’s Non-Techie Guide to Cyber Security and consults with independent P&C agencies on IT strategy, cybersecurity, and automation. Matt is based in the Pacific Northwest.

Webinar Cancellation policy: notices may be received in writing up to 7 days prior to the scheduled webinar and are transferrable to 1 future webinar only. No shows from attendance reports on the day of the webinar will not be refunded and if the no show had a balance due, they will be invoiced accordingly. Sorry - No exceptions.

Note this new course is 1 hour long