While the majority of your business might focus on the sale of one specific type of product, it is always good to have a wide variety of options in your portfolio. The ability to offer your clients exactly what they need – and when they need it – can lead to a sale as […]
About Erin KozyErin Kozy is a life division specialist at Neishloss & Fleming, Inc. Erin spends her time running reports, quoting, and assisting with product questions. Erin enjoys problem solving and assisting others throughout the day. She feels there is no such thing as knowing it all, which means there is always room to learn, grow, and improve.
Author Archive | Erin Kozy
GET TO KNOW YOUR CLIENT When meeting with your client, it is important to be personable. Open up the gates of conversation by asking them about their life, achievements, and interests. While conversing, keep in mind that body language often speaks louder than words. Let’s say you are with your client, and she is explaining […]
Our Life Division sold record breaking numbers of Final Expense insurance last year. Jeff Bickmore and Erin Mundie toast the accomplishment! Remember to think about cross selling Final Expense to your current clients. It is easy to add additional contracting with additional carriers through our online contracting tool. Need more information? Our Life Division is always […]