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Client Retention Strategies

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.

Agenda

  • PlanEnroll Learning Center

  • Marketing emails and texts

  • Legacy Safeguard

  • Ask Integrity Cross-sell Recommendations

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United Healthcare - ACA Alternatives to Keep Your Clients Covered

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Spotlight on Bankers Fidelity Hospital Indemnity