Account Management

Alta will be an extension of you providing all aspects of account management.  We customize our approach based on your unique needs.
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Client Visits

Stay visible to your clients and show appreciation
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Schedule and Coordinate

Strategic meetings with key stakeholders on existing accounts aimed at growing your business
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Facilitate Organic Growth

Follow up on potential leads presented through account management activities
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Lunch and Learns

Schedule, coordinate and provide content for lunch and learns
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Claim Reviews and Roundtables

Assist in coordinating, scheduling  and attending reviews providing a debrief and expert recommendations
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Secure and Share Feedback

Secure substantive actionable feedback from clients while conducting visits

STAY CONNECTED