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Wed, Sep 13

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Online

Guide to AEP '24 Client Retention Survey

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Guide to AEP '24 Client Retention Survey
Guide to AEP '24 Client Retention Survey

Time & Location

Sep 13, 2023, 1:00 PM – 2:00 PM

Online

About the event

Our Guide to AEP '24 Client Retention Survey session is specifically geared for our agents who are enrolled in the Client Retention Program for this year's survey. In this session, we'll cover the content of the survey and best practices for receiving and processing submissions after they are submitted by your clients. Unsure if you are enrolled in the program this year? Confirm in your Spark account here: https://platform.sparkadvisors.com/marketing/?tab=client-and-prospect-programs

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