Make clients feel seen with birthday texts, direct mail, check-ins, email, and social. Six insurance client retention ideas you can run in your CRM.
client loyalty
2 Articles
Original Question: Art Somma asked us: “Looking to see who is using the free giveaway funnel but to their own current clients. If so, how do you market to them?” Answer: Many agents successfully use the Giveaway Funnel as a way to stay engaged with…