Client Retention

8 Ways to Use QR Codes in Marketing and Customer Experience

From generating a digital business card to providing automated directions to a location through Waze or Google Maps, QR codes can be used in so many ways, which means the opportunities for independent agents are growing.

3 Resources to Manage Customer Relationships

Having the tools to help expand the agent-client relationship and being able to employ them properly ensures the best chance of building customer loyalty and receiving referrals.

Building Your Book of Advocates

Producers need to leverage their relationships to build advocates who can help them forge new customer relationships. Here are the three types of advocates and how to build them.