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Best of 2021 (so far)

Updated: Jun 29, 2021

We're halfway through 2021 (how did that happen??) and we wanted to share our most popular content from our blog in 2021 in case you missed it!


The truth is that sometimes your clients are at risk, because they have too little coverage or recently had a change in their life that requires a new policy.

To get them the coverage they need, you have to up-sell them.

However, the customer insurance review meeting is NOT the time and place to try to sell them the new policy.

So, if you can't hard-sell during the meeting, how are you supposed to up-sell your customers?


Conducting a customer insurance review meeting may seem easy until you're face to face with a client and unsure what to talk about.

It can be trickier than you might imagine.

What's the right process? What do you say?

How do you make sure to review every aspect of every policy?

To break the process down and make it a little more clear, there are 4 main actionable goals that you should strive to meet when conducting the meeting...


For over a decade, we have worked with thousands of insurance agents.

Along the way, we’ve conducted extensive interviews with some of the nation’s most successful agents to see how they utilize the Customer Insurance Review to grow their agencies.

As we’ve collected this information, we have compiled a list of the top 10 best practices for implementing a customer insurance review program.

These strategies, tips, and tricks can help any agent improve the results of meeting with their customers.


Regularly meeting with existing customers is one of the best ways you can grow and elevate your insurance agency.

These meetings strengthen your relationship with customers, thus improving their retention.

They also provide you with upsell opportunities.

To help make these meetings more effective, we’ve put together a list of customer insurance review DOs and DON’Ts.

Adhering to these tips will help these appointments be productive, rewarding, and a good experience for both you AND your clients.


One of the fastest and easiest ways to grow your insurance agency is to cross-sell policies.

However, if you are too forward on these cross-sells it is easy to give the wrong impression to your clients.

One of simplest ways to warm up your clients and prepare them for a cross-sell is to educate them so they feel the need and value of the new policy.

Your clients should be educated about their risks and the solutions to those risks so you can come to a mutual decision about what is best for them.

Sending clients educational information so they can study it themselves helps them realize the benefits you have to offer so you can later make the sale.


Thanks for reading the first roundup of 2021!

Feel free to share any of these articles with your colleagues and stay tuned for more content to help you grow your agency.

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