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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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

New Agent Tech Training

Jul 10, 2025 3:00 PM
Multiple Dates
Webinar

A brief overview of the tech platforms that CareValue provides to our agents

Event Details
Webinar

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

Event Details

Agent Weekly Update

Jul 11, 2025 2:00 PM
Multiple Dates
Webinar

Join CareValue's Kris Wasney as he discusses weekly updates pertaining to the senior market sector! New info each week!

Event Details

UnitedHealthcare: You're invited - Let's Chat!

Jul 15, 2025 10:00 AM
Multiple Dates
Webinar

This is your chance to get real-time answers in a relaxed, no-pressure setting.

Event Details

Wellabe Tuesday Talk

Jul 15, 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
Webinar

This week's topic: Producer Portal and Consumer Portal

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

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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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