Using our process software, not only will we schedule policy reviews for your team, but your agents will be able to see the changes in your customers life to make sure they are properly insured.
Your live US Based tele-agent will schedule a strategic policy review for your agency. Your dedicated tele-agent will schedule your review appointments using our proprietary scheduling software. Allowing you to have more conversations which will result in more opportunities.
Your agency will use our digitally scripted Risk Assessment software system to properly identify all of the household assets, so your agency can confirm the properly liability limits on your customers policies. The B-File conversation is designed to identify multiline cross sell opportunities by having a liability conversation at the policy review.
When you submit a completed B-File to your designated tele-agent they will thank your customer on behalf of your agency. They will then tee up a Life Insurance & Retirement conversation and then schedule a follow-up with your licensed agents.
Your dedicated tele-agent will identify a potential Life Insurance or Retirement opportunity and schedule a follow-up conversation with your licensed agent.