Bobbleon

A client calls in for a home policy, not interested in bundling auto, life, and umbrella. In an ideal world, your clients bundle at least two personal or commercial lines, so you set reminders to follow up or add them to your email drip campaign. The problem is you get bogged down, the client may not need another policy or may not even remember the conversation by the time you call back. This week, Matt and Zack discuss the mindset and method of getting multiple policies out of every client without the headache of following up. Use this strategy to watch your average number of policies per client soar in 2020. BobbleOn is a system to help businesses increase revenue, build a healthy culture, and create accountability throughout their organization. Here’s how it works: 1) Schedule your call (http://www.bobbleon.com) 2) Customize your strategic plan and workshops 3) Exceed your goals with a focused and unified team. #BobbleOn