Agents Miss Cross-Selling Opportunities
Agents are missing a huge opportunity to expand their sales beyond property-casualty insurance products by allowing their clients to purchase their health and financial products elsewhere.
In a recent national study by my firm–Baetis Inc. of Boulder, Colo.–300 various businesses ranging in size from 10-to-100 employees were asked how many business insurance products they have. The survey found that 83 percent have two or more products.
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