Multi-line financial representatives who need
to pivot from P&C products to Life products.


MULTI-LINE EDITION OVERVIEW

 
Greg Smith, Farm Bureau of Michigan
Greg Smith
Statewide Sales Director
Farm Bureau of Michigan

What people are saying

"The multiline industry is at a cross roads - Does it become a commodity transaction-driven environment or does it embrace a strategy of advice to our clients? Trustworthy selling provides the path for advisors to give proper advice, gain credibility and become the answer to the risks of everyday life. Trustworthy Selling Multiline is the playbook we have so desperately needed."

MULTI-LINE EDITION DETAILS

 

Only 8% of P&C customers own life insurance or financial services products with their multiline carrier. Perhaps that’s because only 48% of consumers say they’re even aware they can buy life insurance from a multi-line agent.

The Trustworthy Selling Multiline Edition was created specifically to help property and casualty agents improve their ability to pivot to the life insurance and financial services conversation with prospects and customers. Multiline agents who can do this successfully and improve their cross-line sales ratio are going to experience increased new business, higher retention, and more referrals.

TRUSTWORTHY SELLING PROGRAM PARTICIPANT

Greg Smith - Statewide Sales Director

 

HOW MULTI-LINE WORKS

Trustworthy Selling® Multi-Line is a comprehensive learning system comprised of 26 hours of training content:

  • Core Learning provides the best practices and techniques of proven sales practices for our market
  • Structured Performance Coaching holds students accountable as the content is learned to fine tune what they learn as they go along
  • Capstone provides a group setting for students to integrate the principles and practices learned throughout the entire experience

Professional
Product Sheet

 

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RESULTS

More than 5,000 financial representatives have grown their personal productivity after attending Trustworthy Selling.

  • INCREASE PREMIUMS BY 20%
  • GROW POLICY COUNTS BY 27%
  • EXPAND CLIENTS BY 31%