Case Studies

Active Retention provides tailored services and leading-edge technology to custom fit your specific project needs. Our Actionable Client Review Model has been implemented in a wide variety of financial, healthcare, insurance, technology, system integrators, distributors and other types of organizations.

The candid feedback and actionable information has created many opportunities for our clients. Their responses illustrate the benefits of applying our retention, referral and cross-selling solution.

Press Release: Assurance Agency

Assurance Agency Completes Actionable Client Review Project

Case Study 1: Thilman Filippini

Thilman Filippini case study

Case Study 2: Bolton & Company

Read Bolton & Company case study

Case Study 3: Barney & Barney

Read Barney & Barney case study

Case Study 4: T.J. Adams

Read T.J. Adams case study