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Break Out: "The Four Agency Models of Today"&"Agency Automation that Works" by Jason Cass & Wessly Anderson [1hr CE Credit]

Location: Cambridge A

SPONSORED BY: Grange Insurance

Successful agents have understood that one of the most critical components of retaining clients through established systems.  By ensuring that your agency is able to effectively and systematically and professionally determine your client’s needs and then offer products that will meet those needs, you will be able to affect both the retention of current clients while also increasing the depth and breadth of products for your insureds.  This in-depth presentation outlines systems to increase customer retention by having systematic approaches for on-boarding clients into a standard agency process, creating client kits that contain standardized disclosure and education materials, and by automating standard notifications and reminders through automation to insure that every client receives consistent information and disclosures.

Business casual attire

Later Event: June 19
Trade Show part 1