Hidden Opportunities in Your Current Book of Business
Matthew Pardine
![Matthew Pardine]()
Matthew Pardine
Managing Partner, InsuranceWebX ??Helping insurance agents and financial advisors find new avenues to grow their practice.
With 50 percent of Americans reporting they need more life insurance, adding an appraisal service could be an effective way to earn more business from the clients you already have.
Attend the webinar for a look at how you can use policy reviews to keep clients returning to your office.
In 12 minutes, you’ll learn:
- How policy reviews could lead to new sales and referrals.
- Simple steps to conduct a policy review.
- Key client questions that can lead to increased coverage.