Selling life insurance to business owners is a great way to round out your accounts. Learn the basics of buy sell agreements here.
We have finally made it to the final of our six-part series on cross selling life insurance in your P&C agency. It is possible this last step might be the most important: hand delivering each life insurance policy.
Our business model is designed to help independent agents and agencies effectively implement and execute life insurance and financial services cross selling campaigns. That means we are here to support agents from start to finish.
Cross Selling life insurance is all about knowing the right company to pick for your client. Consistent training makes it easier. Part 4 of 6
Most P&C agency owners know they should be cross selling life insurance but aren?t sure where to start. Along with a consistent marketing plan, training your CSRs is the next big step to effectively round out your accounts.
In sales-driven businesses like insurance, marketing is often mistaken for sales. And, vice versa. Sales don?t happen without leads and leads don?t happen without some type of marketing.
Many P&C agents dismiss life insurance as a distraction. The sales cycle can be longer than P&C and, despite what you might read elsewhere, selling life insurance is not as easy as falling off a log.
Building relationships with your clients is the lowest cost and fastest way to generate leads and cross selling opportunities. We use policy reviews as one of the ways we regularly stay in touch with clients and generate new ideas for them.
Did you know that one in four of today?s 20 year-olds will experience a disabling event before they retire? The M.U.G. Plan is one of the easiest ways to open the conversation with your clients about disability insurance.
Eight years and counting since 2007 and many are looking for safe, low risk options.