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Agents Miss Cross-Selling Opportunities

Agents are missing a huge opportunity to expand their sales beyond property-casualty insurance products by allowing their clients to purchase their health and financial products elsewhere.

In a recent national study by my firm–Baetis Inc. of Boulder, Colo.–300 various businesses ranging in size from 10-to-100 employees were asked how many business insurance products they have. The survey found that 83 percent have two or more products.

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