In the insurance industry, it has long been known that “one-policy clients” are more likely to shop around at renewal time. Effective alternative product offering is the best way to minimize the competition.
Cross-selling promotes customer loyalty. The more products or services a customer buys at one place, the greater the loyalty to your brokerage. Customers that are loyal are also a great resource for referrals.
Recommended for Sales and Service Brokers
Facilitated by Gradient Solutions
1 Personal Skills Hour
$69 plus $27 each additional registrant.