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.

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