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Multiple Policies Per Client Hack

A client calls in for a home policy, not interested in bundling auto, life, and umbrella. In an ideal world, your clients bundle at least two personal or commercial lines, so you set reminders to follow up or add them to your email drip campaign. The problem is you get bogged down, the client may not need another policy or may not even remember the conversation by the time you call back. 

This week, Matt and Zack discuss the mindset and method of getting multiple policies out of every client without the headache of following up. Use this strategy to watch your average number of policies per client soar in 2020.

BobbleOn is a system to help businesses increase revenue, build a healthy culture, and create accountability throughout their organization. Here’s how it works:
1) Schedule your call (http://www.bobbleon.com)
2) Customize your strategic plan and workshops
3) Exceed your goals with a focused and unified team.

"If you work in the insurance industry and are not listening to this podcast, you’re making a mistake. Matt & Zack know what they are talking about and give you every technique they use for their own agency to help you GROW! Not only do they provide you with great advice, but they also make it very entertaining."

-Matthew.Turner, January 13, 2020

"This podcast will give you a little piece every week that you can implement weekly in your agency. Don’t miss the aha moment. Thank you guys..."

-Mattie Clark, August 23, 2019