Video Summary
Unleash the power of strategic bundling with expert Michelle McLaren to thrive in the off-season. Learn client-focused solutions, bundled packages, and key practices for success in insurance sales.
Timestamps
(1:43) Explaining the SEP
What? When? Why? Qualifications
(6:17) Bundling
Finding holes in coverage
(11:18) Product Types
Different types of products that can be bundled
(14:48) Example
Example client walkthrough
(20:22) Year Round Opportunity
Following up with your client
(22:15) Best Practices
Stories, flyers
(26:26) Starting the Conversation
Where to begin with your client
(31:35) Cheat Sheets
Overview of products by carrier
(35:27) Resources
Brokerage Bucks, trainings, support
