Retention Strategies Overview

Founding the firm on our 3 key objectives of quality to clients, engagement for associates, and financial success, our team is clear on the objectives.  All our energy and passion are focused on making our clients our partners so we can succeed together. Representing their benefit design and financing, looking after their wellbeing, and supporting their other human resources strategies to success – all with agility and flexibility – is the key to growing those partnership relationships.

Frequently ask questions

Why do you refer to Retention Strategies as “unique” there are many such firms in the market?

Our approach is so totally different that it must be experienced to comprehend and understand. We ask a lot of questions at the beginning of our relationship to be able to customize our solutions. But mostly it is the quality of our team.  Their in-depth knowledge of the market, plus the carriers, and the fact that we bring solutions that are leading edge and creative, all lead to this special unique relationship. 

What differentiates your insurance offer?

When referencing “insurance” it is a lot like “bank”. Everyone has one, everyone needs one, but the process is often less than supportive and appealing.  Our insurance offer is amazingly comprehensive and service supported.  Clients look forward to working with us, and grow to depend on our proactivity – which is super unusual in insurance.  Other differentiators include support we can provide within our insurance offer which is really NOT insurance related – i.e. wellbeing, coaching, administration, compliance.

Ivelisse Oyola-Seda supervisa la división de Servicios al Cliente de Retention Strategies. Como parte de su rol, es líder de la práctica de subcontratación, el centro de llamadas y los proyectos de consultoría. Ivelisse ha dirigido muchos proyectos como parte de nuestro negocio de consultoría, incluyendo auditorías, armonización de beneficios, comunicaciones y procesos de inscripción anual. Ivelisse es madre de tres varoncitos. A Ivelisse le gustan los días de playa con la familia y ver a sus hijos jugar baloncesto.