THE B-File PROCESS

Limited Availability per Region

Let the B-File team free up your valuable time as an agency owner and onboard your customers. The B-File system allows you to send your new B-Files directly to our team. We have an experienced staff that will call each of your customers using the proven B-File onboarding process. You will have a dedicated onboarder and receive weekly reports on their activity. Let us help make sure you reach your life and retirement goals.

AUTOMATED GIFT CARD P&C LEAD SYSTEM

B-File has your automated E-Gift Card system ready to go!

Tango

B-File has a proprietary gamification platform that allows you to reward your staff for B-Filing the correct way.

Give your customers a reason to refer business. With B-File your agency now has the ability to reward your customers with an E-gift card when they complete the simple automated referral request Email from your B-File system

CONNECT YOUR SOCIAL MEDIA PLATFORM WITH YOUR CUSTOMERS

How well do you really know your customers?

Find Out Now

Jeff Torrice
Agency Owner
9000+
PIF

Before B-File my agency produced less than 30,000 in production credit a year. Since I implemented it in 2013 I’ve averaged over 100,000 in annual production credit and was the top IPS producer in 2015.

Jeff Babisz
Agency Owner
5000+
PIF

B-File gave me the tools to keep my staff accountable and make sure we are having the B-Fie conversation with every New Business and Renewal customer. I’ve never had a shortage of qualified financial services leads to call on. B-File is truly the ultimate On-Boarding platform for my Agency to guarantee Financial Services success.

Jim Bologna
Financial Specialist/Founder of B-File

The P&C industry is changing fast. The big insurance companies are putting more emphasis of Life and Retirement sales. Like it or not it’s not going away. That's why your agency needs B-File. I've mastered the sales process of taking a P&C customer and turning them into a Financial Services client. B-File is why my 4 agency owners exceed their annual goals by June of every year and they keep using the B-File because it’s apart of their process!