Dshort86
New Member
I have started at an older agency in a town located 10 miles from the town I live in my town is 15xxx people if that makes any difference,and the owner of the agency does mainly homeowners and his son does sub auto. My stepfather is the area manager for a preferred insurance company and is always telling me I need to cross sell my boss' clients for life insurance. He says to take the approach of scheduling a policy review with his clients and then while at their kitchen table move into working with them on a needs analysis for life insurance. Well I've been calling the existing business about policy reviews and all I'm hearing is "No thanks we're happy with our coverage's and that won't be necessary". I believe this is because they're not trained for policy reviews but I don't know what to say to help my situation. Any advice would be much appreciated. As much as I hate to ask but maybe some scripting help on how to warm these people up to the new guy at the agency.
Thank you.
And I'm in Illinois I don't know why there's an Alabama flag by my name.
Thank you.
And I'm in Illinois I don't know why there's an Alabama flag by my name.
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