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Retention

How long does it take Ascensus to "break even" on a new plan?

1 year

.5 years

2 years

3 years

What steps should be taken once a plan is identified as an opportunity plan?

Flag them as an Opportunity Plan.

Work with your leader on an Action Plan.

Follow Up

Ask them what they what we can do to keep there business.

Tell them to send in an LOI.

Ignore the signs because someone else should be working with them.

Put in your comment that they were unhappy and close with no further action.

This plan is not on your team, dont take action.

All statements are true in regards to why retaining a current plan more important than selling new plans, except?

Costs more to sell a new plan than retain an existing one.

It is easier to sell to a new plan than retain a current one.

Negative word of mouth spreads faster than Positive word of mouth.

Allows Ascensus to improve overall Financials, increase growth and provide career opportunities.

All are true about Retention, except?

It is our ability to hold onto the clients we already have.

A satisfied client is not open to the next better opportunity.

Loyal Customers lead to retention.

Building a relationship with a client leads to retention.

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