Cross-Sell Data

Don’t miss out on additional revenue opportunities.

Schedule a call to discuss your insurance agency’s needs
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Get More Leads into
Your Agency’s Pipeline

We provide client servicing and back-office support to independent insurance agencies. With us, you get licensed, trained insurance professionals – VIP Client Care Team Members (V-CSR) –based in the United States working as a seamless extension of your insurance agency.

In addition to client servicing and back-office support services, we can identify cross-selling opportunities for your agency. You can utilize our V-CSR to collect underwriting information for your agency to market and quote, providing you with additional resources for lead generation and new business.

As our V-CSR know insurance, they know what information to ask to facilitate the marketing and sales process.

Our Other Services

We also provide other key services that could help your agency grow faster and boost your bottom line.

 

Schedule a call to discuss your insurance agency’s needs

Focus on Your Next Opportunity

Today’s tight labor market and the high cost of recruiting and retaining talent, combined with the need to meet and exceed customer expectations, make it difficult for account managers and executives to focus on business expansion, client account development, new industry segments, and new marketing solutions. VIP gives you the talent and time your agency requires to compete on a level playing field and grow your agency.

 

Schedule a Call with Us
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