Improved Client Retention to 93% and increased policy renewals by 49%
Patti Cole is the COO of Claremont Group. She has worked in the financial sector for over two decades. Patti holds account management responsibilities for projects that exceed $5 billion in asset transactions. She has improved client retention to 93% and increased policy renewals by 49%. Under her guidance, asset retention has grown from $3.3 million to $1.1 billion over a 15-month period. The company’s CRM was also implemented by Patti. She attended Montana State University and Portland State University. In her spare time, she enjoys the sunshine, camping, biking, and watching her teenagers play basketball and lacrosse.
(503) 227-1834 EXT. 104
More than 28 years experience
Claremont Group founded in 1989 to serve a niche market of insurance companies that had been early participants in bank annuity marketing through third party marketing companies.