Maximize Client Retention with Retention X-Ray AI: Step-by-Step Guide for Brokers

Описание к видео Maximize Client Retention with Retention X-Ray AI: Step-by-Step Guide for Brokers

In this video, we dive into Retention X-Ray AI—a powerful tool designed to help brokers streamline their renewal process, identify high-risk policies, and boost client retention. Learn how to set up filters, customize your reports, and automate communication with your clients. Whether you’re a brokerage principal or an operations manager, this guide will show you how to make data-driven decisions and save time by automating client outreach. Watch now to see how you can leverage AI to grow your business and keep your clients happy!

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