About
Integrity Technology allows you to stay connected with your client's year-round helping you retain and strengthen your client relationships. Join us as we share client retention and management strategies you can take advantage of in just a few clicks.
Agenda
  • Custom Client Tags
  • Client Retention Tags
  • Client Reminders
  • Birthday Emails
  • PlanEnroll Learning Center
Presenter
1742672567-22b57b83d4a53980
Anna Patrick
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