Top income-producing tips to be a successful agent

Top income-producing tips to be a successful agent

Selling, cross-selling, and retention—which is the best solution for increasing sales and growing your business? Sometimes, it can be extremely difficult to know which path to take to create a successful portfolio. We’ve compiled a few tips to help you.

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  • Call past customers who had a policy lapse. It seems non-traditional, but most consumers, focused on wanting to save money, will more than likely gladly welcome a quote!
  • Cross sell complementary products to your existing portfolio. This works for current and new businesses. Consider reaching out to your current customers to see if they have any additional needs. You are more likely to retain a customer with multiple coverages as opposed to just one. Additionally, when pitching a new customer, offer in threes. If the customer is looking for a Med Supp product, consider that your anchor, then include two additional complementary products with the total cost to show why that is such a great value. Products to consider include Dental, Vision & Hearing and Choice Accident.
  • Expand your portfolio. Don’t limit yourself to one Cigna Healthcare Supplemental Benefits product. Additional product lines can help provide your customer with the best coverage.
  • Marketing. Take full advantage of our Social Media and Broker Prospecting Kit campaigns. Year over year, the over 65 customer demographics are changing, just like our product offerings. Reminder: These are free resources we’ve created to help you grow your customer base.
  • Earn Incentives. Our Wincentives program is developed with you in mind, offering additional leads for your business and the ability to earn extra money just for working your business like you do today.
  • Continue to nurture your customer relationships. It’s still about the little things. Set up a birthday card reminder, check-in call, and remember the little things. In your Book of Business, take some time to jot down notes about your customers to help you circle back and remember details about them. 

These tips will not only set you apart from other agents, but also help you grow your business with successful strategies and game plans.