Deepen Your Relationships

It’s important to strengthen relationships with your clients because it can cost more to find new customers than to retain existing ones. Repeat customers may not only tend to place more business with you than new customers, they’re also and excellent way to receive favorable introductions to new qualified clients. Long-term business relationships are built on brief, consistent contact with clients and we’ll show you how to simplify this process.

Retain Your Best Clients Program

This program is designed to help you identify the activities to pursue when contacting your best clients. We’ll guide you through the decision on how and when to contact your clients throughout the year. These important tools and concepts for proactively building client loyalty and repeat business include website templates, newsletters, appreciation events, surveys, gift ideas, and a client service model planner.

Various state insurance regulations, as well as other state regulators prohibit the “gifting” of items, or inducements, which may include entertainment expenses, marketing or other activities, by financial professionals in excess of a certain dollar value with some of those limits being as low as an annual aggregate value of zero dollars. Be sure to check with your state’s requirements and/or your firm to ensure that you are complying with your specific state’s requirements and guidelines.

Deepen Your Knowledge

Deepen your knowledge and understanding of various insurance product solutions and advanced sales concepts. Our training is second to none, offering a high-quality educational and training platform that depicts our commitment to your success.

Personalized Product Consulting

Our goal is to provide unmatched product knowledge and impeccable support to meet the needs of your growing business. Your dedicated Marketing Consultant will guide you through customized training, conceptual sales ideas and creative solutions based on your clients’ needs.

TAS Webinars

Timely and relevant webinars that reflect industry and market place trends, creative sales ideas, advanced market concepts, business building tactics and advice from top producers.

TAS Workshops

Workshops and conferences offer provocative and insightful speakers, industry experts and carrier representatives. Attend our events to receive the most up-to-date details on innovative solutions, product benefits and unique positioning while interacting with other top producers.