Aug 27, 2019
John Felton, President of TBA, and Zach Gosselin, Vice President of Sales, sit down and discuss Policy Review and what that means for your book of business. TBA teaches you how to find opportunities with existing clients and also how to approach a client for this type of analysis. Adding this simple solution to your approach with new and existing clients can not only have a positive impact for them long term but can also have a positive effect on your profitability.
Click here for the Policy Review kit mentioned in the episode.
Click here to reach out to TBA directly with any questions.