How to UP Your Client Retention Game in 2024

Perform a self assessment and find areas for personal improvement

By Carmen Ponce

Health insurance professionals can find ways to separate themselves from the competition when looking at the Best Practices of trusted advisors.

Below are some of the components considered valuable for any health insurance professional looking to improve. Self assessment how we move from success to significance as professionals. If you want to use a scoring process, give yourself a score of 1 to 5, with five being the highest, when considering how you perform consistently to apply the traits covered in the area and responsibilities listed for each of the Eight areas below.

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