INTENTIONAL RETENTION

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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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