Beaux Pilgrim
Understanding and addressing the four stages of the client life cycle — prospect, first-year client, renewed client and ex-client — can transform your insurance agency/brokerage. By leveraging automation, you can deliver targeted, timely messaging that builds trust, reinforces decisions, maintains connections and keeps doors open. Beaux Pilgrim says that automating email can make agencies and brokerages not only more productive and efficient, but also maintain client relationships that bring growth and success.
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