Why Do Clients Leave? Exploring the Main Reasons for Client Churn & How to Avoid Them

Date | Time

Thursday, March 30, 2023
1:00PM – 2:00PM



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Your agency has worked hard throughout the enrollment season to gain new clients and take great care of current ones. To keep them in 2023, there are a few simple things you’ll want to ensure your team does! Join Steve Ogden from AgencyBloc to discuss the main reasons clients leave an agency or broker and how to avoid these pitfalls. 

In this webinar, we’ll discuss: 

  • The main reasons clients leave an agency or broker—both individuals and groups!

  • How to foresee when a client might be on the way out 

  • How to use tools like automated workflows and data insights to avoid these pitfalls