Share Facebook Twitter Google Plus Pinterest Linkedin By AAI In New Client Process, Onboarding Clients Posted August 15, 2022 The Modern Approach to Onboarding Clients for Insurance Agents The old approach to onboarding a client was brief: send the new client a welcome email, follow up with a call a few weeks later, and then send a reminder to renew. Modern customer onboarding must include a long-term[...] READ MORE
