Post-Sale Follow-Up Plan for Insurance Agents in 2025
Final Expense Brokerage
JULY 22, 2025
April 10, 2025 2:50:22 PM Contact Us Share: How to Build Lifetime Clients After Closing the Sale Selling a life insurance policy isn’t the end - it’s the beginning of a long-term client relationship. Top-performing insurance agents know that what happens after the sale often determines retention, referrals, and repeat business. Here’s a step-by-step post-sale follow-up plan designed to help insurance agents boost client satisfaction, increase referrals, and create a systemized workflow you can a
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