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May 2017

Cross-selling made easy through eQuote

Beginning in June, a life insurance flier targeted to business owners will print with commercial proposals through eQuote to make cross-selling life insurance easy. The fliers highlight specific coverages that business owners need to protect themselves and their businesses, such as key man coverage, buy-sell plans and business continuation.

There is a general flier that applies to business owners universally, and this will print with most commercial quotes. If your client has requested a quote for a:

  • contractor
  • dealership
  • garage
  • restaurant
  • or wholesaler, a flier with information specific to that industry will print.

These fliers will also be available for agents in Iowa, Nebraska and Illinois. You can order a supply of the fliers through the Agency Supply Form located on the Agents-Only website.

We hope this will make it easy to cross-sell life insurance to your clients and help you keep their financial futures protected.