Mastering Cross-Selling with Carson Porter

The Insurance Dudes

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In this dynamic episode of "The Insurance Dudes," hosts Craig Pretzinger and Jason Feltman sit down with Carson Porter to dive deep into the strategies and insights that can turn insurance agents into formidable sales machines. Carson shares his expertise on cross-selling life insurance to Property and Casualty (PNC) clients, offering valuable pointers on leveraging client data, refining leads, and the importance of persistence.

Key Topics:

- Cross-Selling Strategy:

Carson explains how to effectively use property and casualty data, like mortgage details, to introduce life insurance as mortgage protection, making cross-selling more efficient and lucrative.

- Optimizing Sales Pitch and Strategy:

Streamline life insurance application processes by using client surveys and short, relevant add-ons during PNC discussions to save time and boost revenue.

- Increasing Efficiency and Revenue:

Learn how selling a $1,200 life insurance policy with minimal effort can double an agent's first-year revenue, providing resources for business growth.

- Agent Collaboration:

Discover the benefits of partnering with driven life insurance agents, even part-time or outside the primary carrier's system, to handle leads and sales efficiently.

- Overcoming Industry Challenges:

Tackle the bureaucratic and compliance hurdles that come with agent partnerships and incentivize proactive teamwork.

- Persistence in Lead Follow-Up:

Jason and Carson emphasize the success of persistent but respectful follow-ups, noting that later contacts often yield the highest retention and close rates.

- Comparison of Captive vs. Independent Insurance Models:

Weigh the pros and cons of captive and independent insurance models, emphasizing the need for selective quoting and the benefits of collaboration.

- Sales and Partnering Strategies:

Carson shares how partnering with agencies that don’t sell life insurance can increase profitability and retention through efficient marketing strategies.

Contact Information:

Follow Carson on social media or reach out via email at [e-mail].

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LinkedIn

Facebook

Website

Concluding Remarks:

Join Craig and Jason as they explore the wealth of knowledge shared by Carson Porter on how insurance agents can maximize effectiveness and boost revenue through smart sales strategies and persistent follow-ups. Don’t miss out on these valuable insights that can transform your agency.

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Craig Pretzinger & Jason Feltman
The Insurance Dudes