cross-selling

Posts Tagged: cross-selling

5 posts found

Eric Kinneman: Building a Mortgage-Insurance Partnership That Generates Consistent Referrals (Part 2)

11/11/2020 · 8 min read

Build a mortgage-insurance partnership that produces consistent homeowner referrals by sending business both ways. Open with intelligence not pitch, demonstrate value before any referral lands, run a weekly feedback loop, push reciprocal referrals from your book, and exploit 30-day onboarding, escrow changes, and lender-placed prevention.

cross-sellingmortgage

Eric Kinneman: The Mortgage Dude's Lending Nuggets for Insurance Agents Who Want to Cross-Sell (Part 1)

11/09/2020 · 7 min read

Cross-sell mortgage clients into homeowners by learning the lender's process. Same-day binders, clean coverage that survives CTC review, and proactive communication beat lowest premium every time. Loan officers refer to insurance agents who close transactions smoothly, not the ones who shave $50 off a quote.

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Major Mortgage Masterclass Continued: Advanced Cross-Selling Strategies for Insurance Agents (Part 2)

10/21/2020 · 8 min read

Build advanced cross-sell value with mortgage partners by working a five-year client arc: homeowners at purchase, life insurance planted in year one, auto cross-sell at setup, umbrella by year two, full coverage review by year three, and referral generation by years four and five.

agency-growthcross-selling

Major Mortgage Masterclass: Cross-Selling Mortgage and Insurance (Part 1)

10/19/2020 · 7 min read

Cross-sell mortgage and insurance by building one or two intentional partnerships with relationship-oriented mortgage pros. Frame the offer around a coordinated client experience, document handoff timing at pre-approval, and review the partnership on client experience, not referral scorekeeping.

cross-sellingmortgage

The Cross-Sell You're Ignoring: Mike Jones on Pairing Insurance with Mortgage to Serve Clients Better

05/08/2020 · 7 min read

Insurance and mortgage cross-sell when both pros warm-introduce shared clients at the right transaction moment, share market intel monthly, and orient around service instead of extraction. Every homeowner you insure has a mortgage. Every closing needs proof of hazard insurance.