Resources for Insurance Agents.
Resources for Insurance Agents
Build Your Agency Value with The Agency Thrive Program
Our training provides step-by-step instructions on hot to conduct insurance review meetings with your client.
We provide all the tools that you need to implement a robust insurance review program in your agency.
We make the calls so you can focus on meeting with your customers. With over a decade of experience, our callers are the best in the industry.
Customer insurance review meetings help agents take care of their clients. By reviewing risks and coverage, the agent and the client are able to come to a mutual decision about how to best protect the client’s assets and well-being. However, the...
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More Articles to Improve Your Insurance Agency
Video Blog: How to Follow Up After a CIR Review Meeting
During a customer insurance review meeting, you gather information that can lead to future sales opportunities. In this video blog, Daniel explains ho...
Video Blog: Common Customer Insurance Review Mistakes
Customer insurance review appointments can be more difficult than you might think. There are some pitfalls that should be avoided to be as effective a...
Video Blog: Referral Programs Ideas for Insurance Agents
Build yourself a referral machine. Rather than awkwardly hounding your clients for referrals each time you see them, set up a program that keeps you o...
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