Agent for the Future Advisors

Create Clients for Life with a Robust Onboarding Strategy

Congratulations, you’ve earned a new client! Now comes the most important step to keeping them with a robust onboarding strategy. Agent for the Future Advisor Shannon Chatman shares key advice for building loyalty and retention.

Liberty Mutual Business Lines and Safeco-appointed agents can watch a more detailed video on this topic: Safeco Agents | Liberty Mutual Agents