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How to Grow Faster & Increase Retention Through Effective Cross Selling (Video)

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Cross-selling at a high level will help you grow faster and keep your clients longer.  This module lays out how to cross-sell from the start, as well as continually add policies to your business moving forward.  You are unauthorized to view this page.  Please signup or login to continue. Username or E-mail Password Remember Me […]

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Delegation Task Ideas (List)

Here's a list of tasks to consider delegating to your team:

  1. Bank deposits
  2. Checking voice mail
  3. Checking staff email
  4. Loading up new emails into automated email campaigns (new business or new claims)
  5. Sending out binders as needed
  6. Following up on office texts
  7. Converting policies
  8. Taking payments
  9. Assisting clients with filing claims
  10. Calling service centers to find out information for you
  11. Canceling policies 
  12. Canceling policies from other agencies and confirming receipt of cancellation
  13. Quoting business for you to sell
  14. Documenting all conversations inside your customer management system
  15. Offering reviews to all clients who call in and scheduling for you
  16. Assisting you with any cross-sell marketing campaigns you are running.  Example- sending out email (or mail) in regards to umbrella or life policies.