Hey {first_name}

So you hear it from leadership or carrier reps ALL. THE. TIME.

You need to penetrate the households deeper. And while the preteen in you chuckles every time they say it… you know it to be true. You simply have not rounded out the book well.

And when MOST Agencies realize this they begin to put their team on the project. After all, a household with multiple products in your Agency is WAYYYY more likely to stay on the books than a monoline customer. Note how I even said that – household vs customer.

But so most Agencies take their sales people off the leads to smile and dial on their existing book not realizing there is a better way. Your current clients do not need to be called called called to get them on the phone.

They return calls, texts, and emails. Theyre ALREADY YOUR CLIENT.

So you do not need to sick your sales people or CSRs on calling them. You just need to float some messaging out there to get them to call in to talk. Now your sales people can continue to focus on the new leads and REACT to the CLIENTS in your book when they call back. Your service people can finish up what theyre working on for the day and start collecting referrals.

Everyone wins.

Hop on an Agency Elephant call and find out what the strongest Agents in the industry already know. Automation stomps. https://my.demio.com/ref/bw731GXsnrbY1LOc?fbclid=IwAR1_nZcLC_BaZnxtxdGWLXibQtB4kOBgHMhTOzHiKrTCpJSNpOWLCvP7PuQ

Best,
Taylor Dobbie and Michael McCormick
Founders
Insurance Soup
www.theinsurancesoup.com
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