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3 Key Steps to Retaining Clients
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"3 Key Steps to Retaining Clients"

Use these tips to ensure your clients remain loyal because of your value, not because of your quotes.

Retaining clients requires more than just offering attractive health insurance quotes, because there will inevitably come a time when a competitor can offer a better one. In today’s landscape, retention is all about the extra value you can add for your clients.

The difference between success and failure can come down to how well you execute three basic steps:

  • Properly identifying clients’ specific challenges,
  • Offering the best solutions to address those challenges, and
  • Showing the success of solutions to demonstrate your value.

Download these best practices and learn how to retain clients by becoming more valuable than a few saved dollars on a quote.

Offered Free by: ThinkHR
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