Many prospective insurance buyers assume they will face a pressure-based sales process something like an aggressive car-guy.
If the agent sets the right tone and delivers on the promise, the pathway to Trusted Advisor status is available, along with the fruits of retention that follow.
Here are example steps
We call this program Turnkey Retention, because it can be turned on and operating in less than a week. Customizing content is an option that takes a bit longer.
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