Webinar: Client Retention Stategies by Integrity

Client Retention Stategies

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.

When

Wednesday, May 28, 2025 · 10:00 a.m. Central Time (US & Canada) (GMT -5:00)

Agenda

Custom Client Tags
Client Retention Tags
Client Reminders
Birthday Emails
PlanEnroll Learning Center

Presenter

Anna Patrick

Reserve Your Spot

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National Producer Number (NPN)*

Integrity FMO / Agency Name*

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