Webinar: Driving Client Retention
Through Marketing Automation

Unlock the Secret to Boosting Client Retention by 2% YOY!

In today’s competitive landscape, retaining clients is more crucial than ever. Did you know that increasing client retention by just 5% can boost profits by 25% to 95% (Source: Bain & Company)? Moreover, a 2% increase in client retention can have the same effect as cutting costs by 10% (Source: Harvard Business Review). With statistics like these, it’s clear that mastering client retention is not just beneficial—it’s essential.

But how can you effectively leverage marketing automation to enhance client loyalty and drive agency growth?

Watch a replay of this webinar session where we share:

• Client Lifecycle Review: The significance of retention in the client lifecycle and how it impacts your agency’s growth.
• 4 Elements of Client Retention: How to improve client experience, keep clients longer, stay top of mind, and sell more policies with targeted campaigns.
• The Power of Smart Automation: Why integrations with agency management systems (AMS) matter and how they streamline your processes.
• Live Demo: Experience firsthand how our platforms, Forge and Fuse, can revolutionize your client retention strategy.

Why Watch a Replay?

This webinar is your gateway to transforming your independent insurance agency’s client retention strategy. Gain insights from industry experts and learn practical steps to boost your retention rates by 2% YOY.

Whether you’re an agency owner or a marketing manager, this session will equip you with the tools and knowledge to stay ahead of the curve.

Who Should Watch the Replay?

• Independent insurance agency owners.
• Marketing managers in the insurance sector.
• Professionals looking to enhance their agency’s client retention strategy with innovative marketing automation solutions.

Don’t Miss Out!

Take the first step toward transforming your agency’s client retention strategy. Take an insightful journey that promises to deliver tangible results!