General Insurance Review Packages
If life insurance isn't a focus for you right now, consider our retention and cross-selling review packages
Choose how many appointments you'd like for this month-to-month service
10 Appointments per month
A great service option for most agencies
- 10 general customer review appointments to help retain customers and assess risk in other areas
$375/month
15 Appointments per month
Our most popular service option
- This is a great choice for medium to large sized agencies with a focus on many lines of business.
$525/month
20 Appointments per month
A great option for large agencies
- Most large agencies have producers who could benefit from customer reviews scheduled for them.
$675/month