Workplace Benefits: How to Get More After the Sale

Posted by Emily Alexander on Mon, Feb 17, 2020

In the U.S., the majority of life, health and wealth insurance products are purchased through the workplace. While insurers and retirement providers rightly focus on account acquisition, they often fall short on an equally important profit driver: post-sale retention, penetration and cross-sell. Working with clients across the employer benefits landscape, we’ve identified five key steps that can help any company get more out of their existing accounts.

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