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?

P&C SALES + PIVOTS
MULTILINE REVIEW PROCESS
GROUP EVENTS & SELLING

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 SALES

Deliver 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)