[eBook] The Agency's Guide to Identifying Cross-Selling Opportunities, Gaining Referrals, and Maintaining Happy Clients

In this eBook, you'll learn how you can identify cross-selling and referral opportunities for your book-of-business.

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Insurance Agency's Guide to Cross Selling and Referrals

Every insurance agency aspires to continually grow their agency's client base. But it can be difficult to easily identify growth opportunities. 

In this eBook, we’ll discuss how agencies can grow their business by utilizing their existing client base. Instead of prospecting and gathering brand new leads, agencies can identify referrals, find cross-selling opportunities and capitalize on historically profitable lead sources. We’ll also cover how agencies can keep existing clients by maintaining positive communication. Lastly, we’ll talk about the technology needed to make all of this possible.

In this eBook, you'll learn:

  1. What kind of selling opportunities are 40% easier to close and how to identify them

  2. How to quickly find cross-selling opportunities within your database and how to act on them immediately

  3. How to create an ongoing stream of client referrals using the NPS survey

  4. The #1 reason clients leave your insurance agency and how to avoid it

Download the guide now!

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