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Latest Events Join us in person or virtually at our training and industry convention events!

Latest Webinars

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Identifying Coverage Gaps in Your Existing Book February 25 | 2pm

Client retention increases significantly when multiple policies are written within the same household. Your existing book of business presents a powerful opportunity to deepen relationships, close coverage gaps, and grow revenue without chasing new leads. In this webinar, we’ll show you how to efficiently identify cross-sell opportunities within your current clients and confidently layer additional policies using simple, compliant processes.

What You’ll Learn:
– How to identify coverage gaps within your existing book
– Tools available to quote and enroll policies over the phone
– Marketing guidance to re-engage current clients
– Practical tips and proven strategies to increase household retention
– Ways to grow revenue while providing more comprehensive protection

Whether you’re focused on improving persistency, increasing policy count, or maximizing the value of your book, this session will give you actionable strategies you can implement immediately.

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Boost Your Ancillary Sales with National Care Dental February 27 | 2pm

Discover what makes National Care Dental (NCD) one of the top-rated dental carriers in the market. Backed by MetLife and VSP, NCD offers flexible plans with level-for-Life commissions that help agents build long-term value.

Join us for a quick dive into what’s new, what’s working, and how to grow your ancillary sales with confidence.

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