Using basic insurance agency data for cross selling

from Planet of the Agents Insurance Podcast · host Dave Baker

Your monoline clients are big opportunity. If you are not offering your current clients more than one policy, then you may be missing out on one of the most untapped resources in the insurance industry. I will be discussing this key topic in this first episode of 2021.---- Remember to sign up for the newsletter at planetoftheagents.com

What this episode covers

Big data is a popular keyword today, but your small data can help your insurance agency sell more insurance. Think about the opportunities that you have from your current client database. Insurance agents can look within before seeking new clients

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Using basic insurance agency data for cross selling

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This episode is 18 minutes long.

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This episode was published on January 12, 2021.

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