10.14.2020 - Annual Reviews and Reading Insurance Policies
Executive VP of Sales Development, Bill Martin OG, covers the importance and profitability of doing client annual reviews.
If you have been in the business for at least a year, then you should be doing annual reviews. Not only do annual reviews increase your overall persistency, build relationships with your clients, and create profitability for your business, they are essential for your clients' needs.
Bill discusses what to say and what to look for during these reviews. He also goes over the various types of insurance policies and what to look for when reviewing clients' other policies.