INTENTIONAL RETENTION
Rough Notes - Oct 02, 2025
Planning, measuring, recruiting, getting organized, communicating Why be intentional about retention? It starts with caring about clients and results in profitability. By Cheryl Koch, CPCU, ARM, AAI, ACSR, AFIS, and Mary Belka, CPCU, ARM, ARe, RPLU, CIC A critical yet often overlooked profitabilit...
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