Generate More Sales from Your Agency
Transcend 1-to-1 Marketing
More "hustle" will only get your agency so far.
Sales is a NUMBERS game AND a RELATIONSHIP game.
Implement a multi-dimensional marketing approach to increase your new P&C sales, multiline sales, and customer retention.
Watch the video for more.
Where Do Most of Your Agency's New Sales Come From?
Pivot from Auto / Home
- 1-to-1 P&C sales are fundamental here.
- Agency needs more 2 & 3-line households.
- Under 10% Life, Health, or Disability sales.
Would you require your team to implement simple processes that help customers & increase term life & disability sales?
MAXIMIZE P&C TO MULTILINE PIVOT SALESDeliver Multiline Reviews
- Require producers to learn the process.
- Make sure producers work their finances.
- Multiline Reviews for 15-30% of your book.
Would you & your team invest 2 hours per week to implement a process that increases life, health, disability & more?
MULTILINE REVIEW PROCESS (Launches in January)Be THE Local Authority
- Want to be THE expert of your local area?
- Ready to educate your community?
- Seminars, Books, & Podcasts sound cool?
How would sales explode if your community knew you are their go-to person for insurance & financial strategy & coaching?
Transformational Insurance Agency (Starts April)