Guide to AEP '24 Client Retention Survey

​Our Guide to AEP '24 Client Retention Survey session is specifically geared for our agents who are enrolled in the Client Retention Program for this year's survey.

In this session, we'll cover the content of the survey and best practices for receiving and processing submissions after they are submitted by your clients.

Unsure if you are enrolled in the program this year? Confirm in your Spark account here: https://platform.sparkadvisors.com/marketing/?tab=client-and-prospect-programs