RYB Square

Best Practices for a Successful Open Enrollment Season: Remote work, sales, and client retention

Date | Time

Wednesday, August 11, 2021
1:00PM – 2:00PM




No matter what open enrollment season brings this year, there are things you can do to prepare yourself and your agency. In this webinar, on Wednesday, August 11, at 1 p.m. ET, Steve Odgen, Sales Manager for AgencyBloc, will discuss best practices across the board: remote work, lead management, sales follow-up, client onboarding, and more.

What he’ll cover:

  • Remote work best practices
  • Sales & follow-up best practices
  • Client welcome/onboarding
  • Cross-selling & client retention

This members-only session is limited to 1,000 participants. If you can't make it or it fills up, the session will be recorded and the slides and webinar recording will be posted online.

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