Six Tactics to Jumpstart Your Client Onboarding and Retention Efforts in 2022

Remote
Webinar
Multiple Days
Wednesday, January 5, 2022
2:00 pm
-
3:00 pm

In this webinar, you’ll discover ways to successfully onboard clients and build a rock-solid retention strategy while maintaining your book of business and creating growth opportunities throughout the year.

  • Develop an onboarding plan of action to start communicating with your clients through a multi-channel approach.
  • Do more with less time and budget with beautifully designed, compliant marketing materials you can put to use in a few clicks on Humana’s MRC.


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Jul 23, 2025 9:00 AM
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Join this event as Wellcare highlights opportunities for partnership, share their future vision, and explore ways to grow stronger together.

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Wellabe's Critical Illness insurance allows people to build the coverage they need

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Who we are & what we do.

Choosing an FMO to work with is not just about having access to top insurance products and commissions, it’s about finding a one-on-one agent service that is prepared to meet your needs.  

Get to know us, and see how we can help you take your business to the next level.

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Six Tactics to Jumpstart Your Client Onboarding and Retention Efforts in 2022

Remote
Webinar
Multiple Days
Wednesday, January 5, 2022
2:00 pm
-
3:00 pm

In this webinar, you’ll discover ways to successfully onboard clients and build a rock-solid retention strategy while maintaining your book of business and creating growth opportunities throughout the year.

  • Develop an onboarding plan of action to start communicating with your clients through a multi-channel approach.
  • Do more with less time and budget with beautifully designed, compliant marketing materials you can put to use in a few clicks on Humana’s MRC.


Upcoming Events...

Event Details
Webinar

An informative lunch session to learn more about Molina's DSNP integrations

Event Details
In-Person

Agents serving the Philadelphia metro area are invited to attend a special grassroots marketing training designed to level up your marketing strategies for Medicare Advantage and D-SNP plan sales

Event Details

Wellabe Tuesday Talk

Jul 22, 2025 11:00 AM
Multiple Dates
Webinar

Let’s do more, worry less, and make every day better. This open forum discussion will talk about Wellabe’s products, industry trends, and how you can prepare clients for tomorrow so they can live better today.‍

Event Details

Idaho Broker Impact Session

Jul 22, 2025 1:00 PM
Multiple Dates
In-Person

Connect with Molina's National Leadership

Event Details

Wellcare's First Vendor Summit! - Pennsylvania

Jul 23, 2025 9:00 AM
Multiple Dates
In-Person

Join this event as Wellcare highlights opportunities for partnership, share their future vision, and explore ways to grow stronger together.

Event Details
Webinar

Wellabe's Critical Illness insurance allows people to build the coverage they need

Register Here

To register for this event, please send an email to with your name, phone number, and event location/date if applicable. Thank you!


Email:

Registration has closed.

Register >

No registration details are available.

This event has passed. Upcoming Events >
Thank you! You have registered for this event.
Oops! Something went wrong while submitting the form
Thank you! You have registered for this event.
Oops! Something went wrong while submitting the form

Add it to your calendar:

Jan 05, 2022 Jan 05, 2022 Six Tactics to Jumpstart Your Client Onboarding and Retention Efforts in 2022 In this webinar, you’ll discover ways to successfully onboard clients and build a rock-solid retention strategy while maintaining your book of business and creating growth opportunities throughout the year.

Meeting and/or Registration Link:
Organizer:
Additional Joining Instructions:

Remote
Join Meeting >

Who we are & what we do.

Choosing an FMO to work with is not just about having access to top insurance products and commissions, it’s about finding a one-on-one agent service that is prepared to meet your needs.  

Get to know us, and see how we can help you take your business to the next level.

Learn More

Helpful Links

New Here?

We love meeting new people! Fill out the form below, and one of our sales directors will get in touch with you shortly.

Thank you! Your form has been received!
Oops! Something went wrong while submitting the form
Six Tactics to Jumpstart Your Client Onboarding and Retention Efforts in 2022
January 5, 2022 14:00
January 5, 2022 15:00
Remote
In this webinar, you’ll discover ways to successfully onboard clients and build a rock-solid retention strategy while maintaining your book of business and creating growth opportunities throughout the year.
 
                                              
Webinar Link (if applicable):
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