(2779) Unlock Retention Wins with Reports and Dashboards

Retaining a client is far more cost‑effective – about seven times cheaper than acquiring a new one. Elevate your retention strategy with a data‑driven approach. In this session, the presenter will show you how to turn Applied’s built‑in Reports and Dashboards into powerful retention‑boosting tools. You’ll learn how to surface the right insights, spot early warning signs, and uncover the stories your data is already telling. The instructor will break down which reports matter most, how to interpret them, and how Dashboards can give you real‑time visibility into client and policy trends. Whether you’re aiming to reduce churn, strengthen client relationships, or improve renewal performance, you'll leave with clear, actionable tactics to drive retention wins across your agency.