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Workbook: Boosting Account Rounding




Is Account Rounding A Priority In Your Agency?

We have organized the top strategies we use with our clients all in this handy workbook!

Our goal is to give you real world usable strategies that you can share with your team!

In this workbook you will find videos you can show your team, scripts that work and the mind shift we all must make to best serve our clients. This workbook includes:

  • Why we struggle to account round routinely
  • Using renewal reviews to boost account rounding
  • How to have your team turn every call into an opportunity
  • Videos to help train your team on account rounding
  • Key scripts we can all embrace to earn additional policies

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