Insurance Services Offered

The Redbird Network has a strong line up of insurance services supporting agents and financial advisors for primary and cross selling strategies.

Seldom do customers have just one itch to scratch.

While you may be there for a specific reason, the opportunity to present yourself as a credible problem solver is, we believe, the greatest opportunity you have to build strong relationships.

Redbird has developed a simple, straightforward selling strategy to help agents expand the discussion around needs rather than products.

There are three key benefits:

1. Open other doors by engaging in the customer’s needs without diverting the discussion from their specific need,
2. Expanding the agent’s circle of influence and opportunity with a broader set of solutions that most agents simply won’t take the time to learn, and
3. Pulling customers closer so they won’t want another agent.

At the end of the day, it’s all about consistently communicating who you are and what you do.

Education and development is the backbone of our approach.  Redbird conducts twice-weekly webinars that dig deep into each of the three categories—life, health and retirement—plus one of the most important capabilities for an agent: how to properly present “Services Offered”.  It’s not fancy, but it can set the agent up for significant opportunity down the road.

Redbird has developed an expansive set of sales support pieces across the three categories which will be made available to agents who attend training sessions.

Below is an example of the Services Offered sheet you can customize with your core services. Using a simple one page marketing sheet is a great way to tell the story of who you are and what you do in every meeting you have.

Redbird Services Offered Screenshot