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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