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Insurance Retention: Reducing Client Cancellations
Insurance Retention: Reducing Client Cancellations
A Note From Our Attorney
Welcome - Getting Started (2:08)
About the Instructor - Kelly Donahue-Piro (1:41)
Resources - Downloadable Workbook
Types of Cancellations
Types of Cancellations (2:09)
Tracking Cancellations - Reasons (3:11)
Best Practices for Sharing the Data (2:57)
Late & Non Payments (16:13)
Saving a Call in Cancellation (11:51)
Calling Out to a Lost Customer (10:54)
When a Client Cancels (3:22)
Post Cancellation Win Back (3:36)
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Types of Cancellations
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