Spark Agency Center
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/Client Retention
Client Retention
Client Retention

Client Retention

Getting started

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Client Retention Program

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?

Activate Client Retention Here

List of engagements

Client Retention Engagements

1: New Plan Enrollment1: New Plan Enrollment
1: New Plan Enrollment
2: AEP Campaign2: AEP Campaign
2: AEP Campaign
3: Lifestyle Newsletter3
3: Lifestyle Newsletter
4: Birthday Cards (opt-in)4
4: Birthday Cards (opt-in)

Frequently Asked Questions

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How can I ensure my clients are receiving retention engagements on an ongoing basis?
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What happens when a client churns or passes way?
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Can I exclude individual clients from certain engagements?
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Will I have visibility into the engagements that have been sent to my clients?
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I have clients with life insurance policies. Do you do anything for them?
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How can I pay my invoice for handwritten birthday cards?
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I think I turned on Member Services but am not sure?

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