CSRs and staff members who interact with customers when they visit or call your office may be able to help gather basic information and pass that on to a life-licensed agent for review and follow-up While customer service representatives (CSRs) can’t discuss life insurance with customers, non-life-licensed CSRs can help identify customers who have a life insurance need.Engage your non-life licensed Customer Service Representatives To help increase your life insurance sales, licensed life insurance agents can use these tips to learn more about cross-selling insurance policies. As you already know, revenue grows with the improved retention that helps you keep more auto and home premiums. Your agency could see increased client retention and revenue as a response. The emotional trauma experienced from losing a loved one is more than enough to handle without the financial impact also weighing on mourners.Ĭross-selling life insurance is also great for your business. Without the proper amount of life insurance, households can suffer a significant financial impact from losing a primary wage earner.
Clients want to buy life insurance from someone they know and trust, so make sure you ask. Life insurance can make a big difference to your clients and their family members.
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