Has anyone had any experience cross selling an existing book of p&c clients? I want to get a formal plan together for 2014 for our agency. I do not want to overthink it but want to have a plan together. I am thinking of several ideas of when to contact....at home renewal time? 6 months after renewal? 3 months before birthday (to create urgency to get insurance in place).
I was simply going to tell them who I am, what I do and ask them when was the last time they reviewed their life insurance.....thoughts?
I was simply going to tell them who I am, what I do and ask them when was the last time they reviewed their life insurance.....thoughts?