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.
The Internet has provided us all a new, easy way to reach an audience. What hasn’t changed are the basics of great writing, whether it’s a blog, a book or a message board on a blimp. These 10 tips will help you in creating something others will want to read.
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.