Reaching Out To ClientsFollowing An Agency M&A

There are a number of ways for agents to reach out to clients to reassure them after a merger or acquisition. Among some suggested tactics:

Seminars: Always a great value-added service, seminars also enable senior management, the sales staff and account executives to schmooze with customers and gain valuable feedback. If your clients comprise insurance producers, consider holding continuing education courses to increase attendance and encourage face-to-face interaction.

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