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Idea from Reggie Gates


How To Cross-Sell Insurance


In many cases, prospecting is necessary for the growth of an agency or the creation of an agents book of business. Clients can come from anywhere, but the best ones to focus on are the ones you already have. In this piece, I will explain how to achieve a positive impact on retention with cross-selling. From setting (realistic) goals, to analyzing data and putting systems in place, theres a lot to be considered, but everything will be carefully outlined in this blog post.


Reggie Gates

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  • insurance
  • productivity
  • profitability
  • cross-sell insurance
  • networking