Ongoing client management refers to the activities that insurance agencies and brokers undertake to maintain and strengthen their relationships with their clients after the initial sale. These activities are designed to ensure that clients are satisfied with the service they receive and that they continue to do business with the agency or broker. The following are some examples of ongoing client management activities: Regular communication: Insurance agencies and brokers may communicate with their clients regularly through phone calls, emails, or in-person meetings. These communications can provide updates on policy changes, answer client questions, and address any concerns they may have. Policy reviews: Insurance agencies and brokers may conduct regular policy reviews with their clients to ensure that their policies are still appropriate for their needs. This can help identify areas where clients may need additional coverage or where they can save money on their policies. Claims management: Insurance agencies and brokers may assist their clients with claims management. This can involve helping clients file claims, following up with insurance companies to ensure timely processing, and resolving any claim issues that arise. Compliance management: Insurance agencies and brokers may help their clients comply with regulatory requirements by providing guidance on compliance issues and assisting with necessary filings. Risk management: Insurance agencies and brokers may provide risk management services to help their clients reduce their exposure to risks. This can involve identifying potential risks, recommending risk mitigation strategies, and offering education and training to clients on how to minimize risks.