Author Archives: Hanna Krivit
Defend your book of business
Top FAQs for Individual Dental and Vision plans
Individual Dental & Vision plan value prop one-pager
Learn about the value that Individual Dental and Vision (IDV) plans can offer clients of any age.
Prescription drug playbook
Start conversations, answer questions and more with our handy guide to prescription drugs.
Drive attendance to your educational and marketing events
Use this worksheet to start planning outreach to drive attendance to your community events.
Draw up your email and social media lead nurturing plan
Fill in this worksheet to create an email and social media plan to help turn leads into prospects.
Make your targeted marketing plan with this worksheet
Use this worksheet to create a targeted lead generation and nurturing plan for a specific market.
Make a plan for your next referrals
Use this worksheet to make an individualized plan to help win your next referrals.
3 roles and 9 tips to build trust, credibility and customer loyalty
Follow these best practices to help grow your book of business on a foundation of customer loyalty.
