A guide to examine your book of business and factors that trigger policy reviews.
5 key policy review opportunities and the revenue that comes from typical insurance reviews.
Stay in touch with clients and easily provide policy reviews.
Take a financial approach to reviews and tell a Corvette story to explain the evolution of insurance.
In-force policies have 5 key numbers. See what’s needed to conduct policy reviews.
Step-by-step guide on placing insurance. See how CreativeOne is an extension of your team.
Approach verbiage to existing clients.
Approach verbiage for prospects and cold leads.
Scripts with built-in techniques that encourage conversations.
Gain confidence in your ability to lead conversations about the review of insurance policies.
Authorization to request in-force policy statements.
Better serve clients with an insurance checkup and uncover new opportunities.
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