For MGAs and Dealers

Offer impactful client loyalty and retention programs through: powerful client engagement, communication and education processes
Develop cross-selling opportunities through client insight – allowing franchisees to offer clients exactly what they are looking for
Build and implement campaigns that deliver results – Critical Illness Insurance, Long-term Care Insurance, RRSP, TFSA, etc.
Create effective customized programs and materials to help advisors deal with increased regulatory challenges – such as CRM2
Produce referral campaigns, programs and events that have a laser-like focus on not just getting any referral – but the right ones - that will turn into ideal clients
And much, much more...

By Working directly with your FRANCHISEES we can...