Building lifetime clients doesn’t happen by accident – it happens through intentional, consistent follow‑up that puts relationships first. Join Anna Patrick, VP of Sales Enablement and Tech Adoption, and Jeremie Pielemeier, VP of Sales, for this practical training focused on a proven 30‑60‑90 day follow‑up strategy designed to help agents strengthen client relationships, improve retention, and generate referrals over time.

In this session, Jeremie shares real‑world insights on how to move beyond transactional check‑ins and create meaningful touch points that keep clients engaged long after the initial appointment. You’ll learn what to do immediately after the sale, how often to check in with clients, and how to build trust through personalized outreach that doesn’t feel 'salesy'.

The training also covers best practices for proactive plan education, wellness and benefits check‑ins, and guidance on when it makes sense to introduce additional products as relationships mature. If you want clients who remember you, trust you, and refer you, this session will give you a clear, repeatable strategy to make that happen.