We're changing the paradigm from "How can we help you?" to "This is how we can help you." Effectively, what we're offering to do, is to take a deep dive into your sales and see where we can assist you with growth. How will we do this? First, by helping you build your product portfolio. Secondly, we'll coach you on how to approach your clients and prospects with opportunities to cross-sell, and ultimately present a complete solution for them. And lastly, we'll show you how to deploy best practices to monitor your income. Below are two examples of insurance agents who have benefited from our Business Growth program.

Tyler...

​had a steady stream of Medicare Supplement business, but he wasn't selling any other insurance products. This was a huge missed opportunity, and we helped him get contracted with additional carriers to offer new solutions. By looking into his client base, we helped him unearth opportunities to offer solutions that grew his bottom line and gave his clients peace of mind. At the end of the day, logging into his carrier portals to check the status of pending apps was a best practice that he wasn't doing, and one that now helps him stay on top of his business.

Kim...

produced a steady stream of life policies, but her Medicare Supplement business was floundering. She's contracted with all of our major carriers, but needed help offering Med Supp products to her clients. It could've been a mindset that she was just used to selling life products. When we looked closely at her clients we also uncovered why certain policies were declined, and helped her effectively submit business by doing so online, thus ensuring her applications were in good standing. Paper applications were part of her downfall, and now she does everything electronically.

​By combining multiple insurance products in your portfolio, you increase your opportunity to grow your business.