How to Conduct Appointments 2/2

Mar 21, 20223 min read

Why You Shouldn't Sell During a Customer Insurance Review Meeting (and what to do instead)

If you can't hard-sell during the meeting, how are you supposed to up-sell your customers? Investigate & Educate.

Mar 4, 20223 min read

How to Create Educational Content that Sells Policies

One of simplest ways to warm up your clients and prepare them for a cross-sell is to educate them. Learn how to create educational content!

Jan 26, 20226 min read

Not All Customer Insurance Review Programs are Created Equal

Despite all the benefits that come from annual insurance reviews, many agencies struggle to do them effectively due to these common pitfalls

Jan 6, 20225 min read

The 6 Key Components of a Fruitful Annual Insurance Review Program

A lucrative customer insurance review program comes down to 6 critical components. Discover what they are and implement them today!

Mar 5, 20212 min read

6 Things Your Customer Insurance Review Process May Be Missing

Whether you've been regularly holding these meetings for years, or just started to think about holding them, here are 6 elements you need...

Mar 2, 20213 min read

Take the Awkwardness Out of Asking for Referrals: 4 Non-Invasive Referral Program Ideas

Having a referral program allows you to invite your customers to participate, rather than putting them on the spot and making things awkward

Feb 10, 20211 min read

The 8 Step Cycle for Implementing a Lucrative Customer Insurance Review Program

To make your program successful, we have identified a 8-step process for you to follow with each customer that you will repeat each year.