Your Enrollment Season Roadmap: Best practices to increase sales, boost retention, and save your sanity

August 31, 2023  |  By: AgencyBloc
Running Your Business  |  Professional Development  |  Open Enrollment  |  Technology  |  Sales Management

During the busiest time of the year, it can be near impossible to find the time to create efficiencies for yourself—that’s why preparation is key! In this webinar, Steve Ogden, sales manager at AgencyBloc, discusses best practices for enrollment season across the board: lead management, quoting & proposals, sales follow-up, client onboarding, productivity, and more.

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