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Having all their policies under one roof – what’s the benefit?

Clearly if your clients don’t see any advantage to moving all their business to you then they're much less likely to do it....and as you won't necessarily be able to beat your competitor on price, you'll need other arguments to make the sale.

So compile some of your own suggestions, consider adding some of those below,  and then rank them in a likely order for each segment of your audience. Then share your suggestions with your sales team.

Here are some ideas to start with:

  1. Fewer coverage overlaps,
  2. A multi-policy discount,
  3. Being a preferred customer,
  4. Easier communication,
  5. A simpler life,
  6. Just one annual policy review (that should be more relevant and beneficial).

    “So you’ll only have to focus on your insurance coverage once a year...”