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New Business in the New Year with Policy Review

Tony Neiswander
Case Design Specialist

I know one of the biggest questions we seem to get around here is, how and where you as agents can look to find more business. This makes sense because honestly who isn’t looking for more business and new ways to uncover new opportunities. Lately we have had a few agents find huge successes in doing one thing. One agent in particular has increased their target premium by over 50,000 in just over four months. This one new thing they begin doing is policy review.

In the New Year, First Heartland will begin to put a bigger emphasis on policy review. It is a very simple and easy process that does not take up much time at all. First heartland has done most of the legwork for you. We created a form that you take to the client for a signature and a little information. You pass that along to us and voila, we have policy performance we can review. Once we have received this we can look to see how this policy has been performing over the years and if there is a need to adjust what the client is doing. This is an easy way to stay in touch with the client and remind them that you are there working for them, on top of earning a little extra business.

We have an entire kit with material directed at both current clients and prospective clients. What better way to entice them to do business with you, than to show them how you can improve on what their previous agent has done. If they snooze they lose. The material we have can be invaluable to your success.

This is an opportunity to seize now to start the year right. As I stated earlier, agents are beginning to see this work in practice and in a big way. Contact us today for a policy review kit and begin earning that new business.


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