Upfront Agreements


Upfront agreements are a great way to transform a call from a prospect seeking a quote into a genuine discussion about how you can help. By establishing terms early in the discussion, not only are you filtering out prospects that aren’t serious – but you’ll warm those that are actually interested in doing business with you.

What are other agents & brokers doing to thrive? What are the biggest trends affecting the retail insurance agent & broker? What are the most important strategies and tactics you need to grow faster? Find out here in the Connected Insurance Minute, and get proven shortcuts, insights and strategies now – in quick one-minute ‘marketing vitamins.’


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