Webinar: Client Retention Strategies by Integrity Trainings

Client Retention Strategies

About

Maintaining engagement with your clients during OEP is key—not only for retention but for strengthening relationships. Discover strategies to keep your clients engaged throughout OEP and all year long.

When

Wednesday, January 14, 2026 · 11:00 a.m. Central Time (US & Canada) (GMT -6:00)

Agenda

PlanEnroll Learning Center
Marketing emails and texts
Legacy Safeguard
Ask Integrity Cross-sell Recommendations

Presenter

Anna Patrick

Vice President of Sales Enablement and Tech Adoption

Reserve Your Spot

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