Bring Life, Retirement
& Retention to your
P&C World
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.
total assets uncovered
Total Retirement
Opportunities Identified
Opportunities Identified
Total Life Insurance
Opportunities Uncovered
Opportunities Uncovered
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!
Reward & motivate
your employees
with gamification
your employees
with gamification
Risk Assessment
Calculator: identify
& sell more items
Calculator: identify
& sell more items
Build customer
profiles with
meaningful data
profiles with
meaningful data
Identify true life
& retirement
opportunities
& retirement
opportunities
Customized reporting
to mine gold from
your existing book
to mine gold from
your existing book
Refresh existing profiles during
renewals to make
sure you identify
any new customer
opportunities
renewals to make
sure you identify
any new customer
opportunities
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
Now introducing B-OnBoard.
A Virtual On-Boarding solution that increases
your Life & Retirement Opportunities.
Create 10 B-Files in 30 days and receive a $25 Amazon gift card!
OFFER VAILD FOR NEW CUSTOMERS ONLY
