Personal Lines Engagement Program

/Personal Lines Engagement Program
Personal Lines Engagement Program 2018-10-03T19:38:37+00:00

Agents spend 10% time, budget and effort on the tasks that bring 85% of the agency’s revenue


We totally get it. It is so much easier to focus on new sales and service because those are outcomes that you are can easily track. Working with hundreds of insurance agents, we hear all the time, “how do I know if what I am doing is impacting my book of business?” The honest truth is most insurance agents just don’t know.

However, at Real Results, we have a proven method that will secure your agency’s income while helping your grow through high converting new business opportunities.

Real Results Personal Lines Engagement Tool is a one of a kind program that will :

  • Generate referrals from existing customer database
  • Re-engage win-back opportunities to bring on new sales that are low hanging fruit
  • Re-quote prospects that were quoted-not-sold from previous year
  • Have four key touch points each year for existing client base to maximize retention (see Metlife, Travelers, and Lexis Nexis Case Studies)
  • Identify Clients that are interested in canceling or non-renewing
  • Offer an annual review to help retain and multi-line
  • Set-it-and-forget-it program for agents
  • Generate appointments for quoting, win-backs, quoted not sold, and multi-line opportunities
  • Maintain Updated Customer Contact List

Our program was built by insurance agents for insurance agents!

Sign up for a 10 minute demo and we will show you how to maximize your agency’s revenue. Don’t believe us… take the quiz


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