Reviews = Revenue
Client Identification: A guide to examine your book of business and factors that trigger policy reviews. Download here.
Top Policy Review Opportunities: 5 key policy review opportunities and the revenue from typical insurance reviews. Download here.
4 Steps to Policy Reviews: Stay in touch with clients and easily provide policy reviews. Download here.
Policy Statement - Key Information: In-force policies have 5 key numbers. See what’s needed to conduct policy reviews. Download here.
Prospect Letter & Email Samples: Take a financial approach to reviews and tell a Corvette story to explain the evolution of insurance. Download here.
Phone & Voicemail Scripts: Scripts with built-in techniques that encourage conversations. Download here.
Conversation Tee Ups: Gain confidence in your ability to lead conversations about the review of insurance policies. Download here.
Authorization to Request In-Force Illustration: Authorization to request in-force policy statements. Download here.