Are uncovered for each Customer Insurance Review with a customer
Is written by agents who regularly meet with their customers.
For agents who meet with at least 20 customers each month for a year.
AGENCY GROWTH, VALUE, AND PROFITABILITY
As an insurance agent, there are generally three goals that you have for your agency: growing revenue, building agency value, and increasing profitability. The very best way to accomplish this is by regularly doing Customer Insurance Reviews. Doing so will:
Increase Customer Retention
Identify Cross-sell Opportunities
Allow you to ask for referrals