How to Set Up Policy Expiration Emails

Making sure that you follow up with your clients when their policy is set to expire is crucial to keeping a high retention rate.

Join this AgencyBuzz Academy webinar on Wednesday, February 10, at 1:00 p.m. CT to learn how to set up policy expiration emails.

(Register once for all AgencyBuzz Academy webinars in 2020 and 2021. Come to the webinars you're interested in.)

 

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Deep Dive Into the Contact Record

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