Learn how Mike is able to pivot the conversation from auto and home to life and financial services, and retain more high-value customers in the process.  


Key points covered include:

  • the keys to captive agent Mike Shoffner's success over three decades
  • How Mike transitions P&C insurance shoppers to financial services and multiline policies

Who should watch? Anyone who works in the insurance industry, including:

  • New insurance agents
  • Veteran agents
  • Producers and agency team members

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