This document provides tips for insurance agents to get more business from existing clients through account rounding. It recommends examining current client accounts to find out what types of insurance they have and what additional insurance they may need. Insurance agents should then focus on providing blogs and emails targeting each potential group to promote additional insurance products to existing customers, which is an easier way to gain new business than acquiring new clients.

1. HOW TO GET MORE
BUSINESS FROM THE SAME
INSURANCE CLIENTS

2. ACCOUNT
ROUNDING
Your strategy for locating the low-hanging fruit
on your insurance trees is account rounding.
Through your existing customers, picking up new
business is much easier than forging a new
friendship with a new customer.

3. IMPLEMENT
ACCOUNT ROUNDING
Examine your current accounts.
Find out what type of insurance your
current client have , and figure out what
insurance they might need.
Focus on providing blogs and e-mails
aiming each potential group.

4. CONTACT US
1-866-701-1558PH no.
sales@prospectsagent.com
prospectsforagent.com
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