A Broker’s Guide to Client Retention

As a health insurance Broker, client retention is an important, if not the most important, aspect of your business. From a cost perspective, retaining clients is five times cheaper than acquiring new ones, according to an Invesp survey.

In order to retain clients, you need to provide consistent value and positive experiences to the Groups you serve. Download our Broker’s Guide to Client Retention below to increase your insurance sales, retention and referrals now.

Click here to download the guide.

Improve Client Retention with Insurance Technology

Strong retention rates drive profit, client acquisition and growth. To improve retention, Brokers need to have the right tools in place to meet Groups’ evolving expectations.

FormFire offers Brokers an all-in-one digital platform that gives Brokers a competitive edge. From quoting to enrollment to ongoing Group management, our software offers a simplified benefits experience, so you can be the Broker that clients never want to leave.

Contact FormFire today to learn more or request a free demo.

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