Get the veteran info you need with our updated Veteran Playbook.
Tag Archives: Retention
Multicultural Agent Playbook
Discover our world of multicultural resources for members and agents alike in this deep dive.
Lead generation audio series
Health Equity Member Engagement Guide
Discover tools to support members’ whole-health needs while driving retention in this new playbook.
Drive attendance to your educational and marketing events
Use this worksheet to start planning outreach to drive attendance to your community events.
Draw up your email and social media lead nurturing plan
Fill in this worksheet to create an email and social media plan to help turn leads into prospects.
Make your targeted marketing plan with this worksheet
Use this worksheet to create a targeted lead generation and nurturing plan for a specific market.
Make a plan for your next referrals
Use this worksheet to make an individualized plan to help win your next referrals.
3 roles and 9 tips to build trust, credibility and customer loyalty
Follow these best practices to help grow your book of business on a foundation of customer loyalty.
13 ideas to build your email list and social media following
Want to grow your email or social media presence? Use these ideas to help you grow your audience.
