The Ultimate Infographic to Onboarding Clients

Are your insurance clients satisfied or thrilled? According to the Independent Insurance Agents of Dallas, 50% of satisfied clients will switch to a new insurance agent within three years. To reach your agency's full potential, it's crucial to not only satisfy but thrill clients. This infographic will provide you with four tips to create an engaging onboarding process that adds value right from the start.


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The Ultimate infographic to Onboarding Clients LP image (1)

In this infographic, you'll learn:

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How to optimize the onboarding process
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How and why you should keep your clients informed
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How and why to nurture your churned clients 

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