Annual policy reviews generate leads from your existing book by identifying cross sale opportunities, upsells and generating referrals. Unfortunately many clients are too busy nowadays to coordinate an in-person or even a phone review. Email clients with a link to your virtual policy review on your website. Ask about life changes that could be cross sale opportunities and have their responses be emailed straight to your producers. They’ll know exactly who to contact about what. Call it a discount review or offer prizes to get a higher response rate.
