Name
Three Opportune times to Cross-Sell Life Insurance in a P&C Agency
Date & Time
Tuesday, August 24, 2021, 3:30 PM - 4:15 PM
Speakers
Description
In this session we will discuss:
Point of Sale - coming to the agency for auto or home because they are required to have the coverage. Most agencies will cross sell the auto and home anyway. Why not the life?
Policy Review - agencies will review to increase or change coverages and add coverages (new boat, toys, etc.). Why not life?
Everything squeezed in the middles of sale and review - service calls to the agency. Client has called so why not capitalize for new coverages? Why not life?
Session Type
Class
Virtual Session Link