[Webinar] How to use Personalized Communication to Strengthen Client Relationships

[Webinar Recording]

If you're like most agencies, you know that you need to have proactive communication with your clients, but time and scalability are the major barriers. You can't reach out to every client every time a meaningful touchpoint arises, or can you? 

Carl and Torey Maerz of Rocket Referrals, as well as Mike Ivory of AgencyBloc, will discuss why high-quality touchpoints are important in the insurance industry and what type of content you should send. This includes information about using digital communication as well as other methods such as sending personalized handwritten notes. 

Remember, it's about 50% easier to sell to existing clients than to new ones. Be proactive and keep them happy.


Presenters

Mike Ivory AgencyBloc

Mike Ivory is the Marketing Operations Specialist at AgencyBloc. He will discuss the use of email automation to personalize client and prospect communications.  

Carl Maerz Rocket Referrals

Carl Maerz is co-founder and COO of Rocket Referrals. He will discuss the use of both digital methods as well as non-digital methods of communicating with clients.

Torey Maerz Rocket Referrals

Torey Maerz is co-founder and CEO of Rocket Referrals. He will discuss the use of both digital methods as well as non-digital methods of communicating with clients.