Shutting the Back Door: Strategies for Preventing Client Churn

Growth isn’t just about adding new customers or driving greater product penetration; it’s also about keeping the customers you already have. If you are losing groups and participants out the back door, it’s that much harder to make your numbers – requiring more and more new business to replace what was lost.

In this recorded webinar, Alegeus VP Administrator Partner Channel Kristin Sergio-Castelvetere and VP Industry Subject Matter Karli Dunkelberger share strategies around topics including:

  • Customer intimacy
  • Onboarding and year-round engagement
  • Utilization insights
  • Risk identification and health checks
  • Expansion

And beyond! Tune in to learn what you can proactively be doing to maximize retention and satisfaction of your existing customers – to not just keep them, but also grow them over time.

Watch the Webinar

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Broker & Consultant Perspectives

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Engaging Strategically to Grow and Retain Clients

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Lunch & Learn with Us

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Lifestyle Spending Accounts (LSAs)

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Understanding HRAs: The Progress, Possibilities & Potential Pitfalls