Do you think your customer is aware of everything you can do for them?
In the insurance industry, it has long been known that “one-policy clients” are more likely to shop around at renewal time. Effective alternative product offering is the best way to minimize the competition.
Cross-selling promotes customer loyalty. The more products or services a customer buys at one place, the greater the loyalty to your brokerage. Customers that are loyal are also a great resource for referrals.
Learn how to leave your customer with a “Wow” and how to ask for a referral from your satisfied customer.
Recommended for Sales and Service Brokers
$27 each additional registrant.