Dedicated call team will schedule all essential policy reviews and book appointments through our integrated platform including Microsoft Bookings, Calendly and Salesforce.
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Our unique software and risk assessment calculator help guide agents through a scripted conversation that identifies multiline P&C assets, cross-sell opportunities, life insurance, and retirement values while identifying coverage gaps and ensuring proper coverages for your customers while elevating your role as a trusted advisor.
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Through our system, B File provides your agency with dedicated call specialists who provide additional call services to follow-up call sp your clients and prospects, including:
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B File makes it easy to schedule conversations and uncover more P&C, life
insurance, and retirement opportunities in real-time.
Our solutions are built from firsthand experience in the industry. We know what works because we've used it ourselves.
Our B File software includes a risk assessment tool and other features to streamline agent workflow and ensure clients are properly insured.
We provide the staff, including a dedicated review scheduler and follow-up specialist, ensuring you have the support to implement the B File process resulting in your agency's growth.
With B File, agents can identify cross-sell, retirement, and life insurance opportunities while enhancing productivity. This repeatable process to scale ensures agents stay focused on what they do best – helping their clients.
