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EE E18 - Strong Client Retention Is The Result of Operational Efficiency • Helen Burke, COO at Teambase
We all know that it is easier to keep and retain clients than find and onboard new ones. Noting this fact, what must brokers focus on to achieve strong client retention? The answer won't surprise you, as it is hiding in plain sight.
In this episode, Helen Burke (COO, Teambase), walks us through why operational efficiency must be a key priority for insurance broker organizations, and how focusing on this helps their customers win new business, level-up their USP (unique-selling proposition), and retain a loyal client base.
Hey, it's Fred. Thanks for tuning in to our show. Let's connect on LinkedIn! 🤝
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By Frederic StallaertWe all know that it is easier to keep and retain clients than find and onboard new ones. Noting this fact, what must brokers focus on to achieve strong client retention? The answer won't surprise you, as it is hiding in plain sight.
In this episode, Helen Burke (COO, Teambase), walks us through why operational efficiency must be a key priority for insurance broker organizations, and how focusing on this helps their customers win new business, level-up their USP (unique-selling proposition), and retain a loyal client base.
Hey, it's Fred. Thanks for tuning in to our show. Let's connect on LinkedIn! 🤝