Improve your client retention without lifting a finger! We'll send emails and postcards to your clients throughout the year – at no extra cost, and always in your brand.

Opt-in on your platform so your clients automatically receive the following engagements:

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Ready to get started?

Opt into the program by navigating to Back Office and selecting the option under Client Retention.

List of engagements

Client Retention Engagements

Frequently Asked Questions

How can I ensure my clients receive ongoing retention engagements?
Are the client retention engagements compliant?
What happens when a client churns or passes way?
Can I exclude individual clients from certain engagements?
Will I have visibility into the engagements that have been sent to my clients?
I have clients with life insurance policies. Do you do anything for them?
How can I pay my invoice for handwritten birthday cards?
I think I turned on Client Services but am not sure?
Is the Client Retention Program available in Spanish?

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