Working with B-File has taken our agency to another level. It has given us a systematic way to do reviews and it has essentially given us more dedicated staff to keep our calendar full. It has also given us an easy, non-threatening, systematic way to do a liability exposure worksheet and find assets at risk. Not only are we making sure clients have the most appropriate coverage for their needs, but we're also finding a ton of opportunities for cross selling additional policies. For example, the very first one we did we found out the client's husband owns a photography business. We had a conversation about his commercial insurance and wrote a policy on the business! We've also found multiple life insurance and financial services opportunities. The best part is that Jamie's team does an incredible job with training and anyone licensed in our agency can do the reviews just as if I was doing them. We've had success only after a few months and I'm super excited and optimistic for what we can accomplish long term with the B-File system.
Ryan Bravo - Agency Owner Farmers Insurance
Thanks for a fantastic 2020! Mikaila has been amazing contacting my clients, scheduling appointments and helping us in countless other ways. I’m copying her on this email to let her know how much she is appreciated and valued by my agency. Reconnecting with B File was one of the best decisions I made last year. The pandemic hit us hard. We needed to contact all of our clients just to check on their well-being, however we weren’t staffed to do it. You guys filled the gap. We’re definitely signing up and partnering with you again in 2021. All Good Things,
Kevin Spann = Allstate Agency Owner-NY
This program has allowed us to connect with clients seamlessly. It allows me to consistently prospect clients and leaves no stone unturned in the review process. It is easy to lead the discussion into the B-File system and the questions flow naturally as the information gathering moves along. There is no doubt in my mind that B-File has led me to finding opportunities and sales.
Marshall Brown - Office of Stacy Korsgaden, Farmers Insurance
This is hands down the single best product we could have to support our IFR system. This easily allows me to have my staff run the review program. Capture the information. In 5 cases they scheduled meetings for me the next week that resulted immediately in life sales. We uncovered 1 liquidity event and 1 rollover opportunity. Those are the immediate results. Just this week, me and my Agency Contact Representative did a review of the dashboard together. We simple clicked on “ life insurance opportunities” and retirement opportunities” . We called those clients that did a b-file this year. The system identifies the client’s needs. I now have 13 life appointments for next week. We have not even scratched the surface to what b-files can do.
Michale Trupia - Agency Owner-Country Financial
It is amazing with just the short time that we have been a part of B-files, the success we are having. The appointments that have been set are solid, we are at a 95% contact rate. When using the system, it is easy and effective, and the scripts allow it to be seamless whether myself or any team members are doing the review. I have uncovered liability gaps, life insurance and financial services opportunities that we have successfully set up appointments to add to the agency. I love this program!!!!!
Dawn Johnson - Agency Owner-Farmers Insurance
Love it Love it Love it! I am personally performing all of our insurance review calls and with the help of B-File and the Review Scheduler service, after 3 months of reviews (over 100 in all) I'm already seeing positive impact to my practice -- new sales in both property and life lines, increased customer satisfaction scores, and the knowledge that my customers coverages are up to date. B-File provides the process and discipline we all need from time to time to do the things we know we should be doing.
Kevin Olp - Agency Owner-Allstate- Wisconsin