このエピソードについて
Increase the Lifetime Value of Your Customers by Conducting Multiline Insurance Reviews Focused on Their Goals and Dreams.
- Multilining significantly increases both customer retention and the lifetime value of each client in an insurance agency.
- Adding more lines of business, like life or disability insurance, is most effective when built on trust and genuine relationships, not just sales tactics.
- The true benefit of multilining comes from understanding and supporting clients' goals and dreams, not just selling more products.
- Agencies should position themselves as insurance coaches who look out for clients' best interests, rather than just product providers.
- Consistently investing time in clients leads to stable, repeat income and long-term business growth.
START WITH THE eBOOK
- Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them
SCHEDULE A STRATEGY SESSION
We’ll Discuss Your
- Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
- Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
- Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
- Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?
Then, We’ll Discuss the Plan & Expected Results
- Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
- The best way to help you achieve your goals, based on your style and time available to implement.
- Your anticipated time investments & money investments.
- What guarantees we can make
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免責: このページに埋め込まれているポッドキャストとアートワークは Wade Galt, CPCU, CLU からのものであり、その所有者の所有物であり、Listen Notes, Inc. と提携または承認されていません。
