Bring Life, Retirement
& Retention to your
WHY YOUR AGENCY NEEDS B-FILE?
Truth be told, you and your sales staff don’t like talking about Life or Retirement with your new and renewal customers. B-File is a liability calculator that prompts your team to have a scripted conversation to properly assess the customer's true liability protection needs. While your team is having the B-File conversation, the system is identifying future P&C Cross-Sell opportunities and Life and Retirement prospects, making it easier for your agency to identify all of the missing items in the household.
There's more in your existing book of business than you know. Unlock it all with B-File!
Latest Update: B-File is now available in Spanish!
& sell more items
to mine gold from
your existing book
renewals to make
sure you identify
any new customer
See what the #1 Allstate agency
in the country has to say.
“In 2017 my Allstate agency did over 130,000 of production credit and issued over 100 IPS's simply because of B-File. I could not run my agency without it.” - Jeff Babisz