A dedicated US-based call representative schedules more review appointments, resulting in more P&C, Life, and Financial Services opportunities.
A dedicated US-based call representative schedules more review appointments, resulting in more P&C, Life, and Financial Services opportunities.
A scripted risk assessment calculator helps identify coverage gaps, liability needs, and cross-sell opportunities, ensuring your customers are properly protected.
Dedicated follow-up staff provides call support to schedule additional life insurance, retirement, and cross-sell closing conversations with your prospects and existing clients.
Additional prospecting calls include referrals, commercial, farm, and more.
A dedicated US-based call representative schedules more review appointments, resulting in more P&C, Life, and Financial Services opportunities.
A scripted risk assessment calculator helps identify coverage gaps, liability needs, and cross-sell opportunities, ensuring your customers are properly protected.
Dedicated follow-up staff provides call support to schedule additional life insurance, retirement, and cross-sell closing conversations with your prospects and existing clients.
Additional prospecting calls include referrals, commercial, farm, and more.
"We were looking for a streamlined process to remain in contact with our existing clients and follow up with our new clients. Working with B File and their team has made this process seamless. The B File System allows for ease in conversation, with points touching on subjects that help the client better understand the importance of policy liability coverages and life insurance. We saw an overall increase in sales with both current and new clients. We have written 48 new P/C and 11 life apps in the past seven months!"
“I wish I would have asked for help sooner!”
“In my first call, I was already quoting an umbrella. This is awesome!”
“I have found the B-File system to be a seamless part of my fact-finding process. The topic of liability naturally comes up when talking about insurance coverage. It gives clients peace of mind, as I thoroughly protect all they have. It's also nice to use the calculator to help decide coverage options.”
“I am learning to utilize B-file more effectively and efficiently. I'm trying to lay the foundation with B-file to get me through years to come.”
“I've increased liability limits and found numerous cross-sell opportunities using B File-- and they are converting!”
“B File is helping our office contact existing clients for reviews and fill my calendar with opportunities. B File is helping me grow my book and improve communication/service with new and existing clients.”
“Once I developed a sound system for doing my B Files (and the monthly check-in calls), I learned more about the benefits of using BFile and what the team calling on my behalf could do for my agency. They are rockstars at putting people on my calendar. I've had to open up some time so that they could schedule more prospects for me! B File is an excellent system, and I highly recommend utilizing it to its full potential.”
“I have been using B File since day one. Customer service has been incredible; everyone is always super helpful and very quick to respond to help! B File is 100% worth the money, and it works! I feed them with contacts, and they feed me with appointments.”
“B File is fantastic--both the tool and their skilled review scheduling team. In an industry where our mission is to protect, this tool and team ensures that each customer can schedule a professional review each year (reducing E&O exposure) with a friendly voice that reinforces our value proposition on each call.”
“B File provides an advisor the opportunity to create a better lifestyle because of a highly predictable scheduling strategy that builds and creates opportunities for the client-advisor relationship in a predictable fashion and provides a source of referrals, which are the lifeblood of a practice rather than an online order-taking shop. [B File] builds reputation, confidence, and competence because a consistent approach creates a following for the advisor. Clients feel listened to and confident in the programs that provide them peace of mind and financial resilience when an unexpected, highly impactful event happens. The advisor's team also has a sense of pride in the operation and confidence in the approach. Nothing is left to chance and haphazardly implemented-- the true definition of being a trusted advisor.”
“B File is a proven system designed by top multiline practitioners to grow personal lines, life, and retirement productivity to Top of Table performance!”
