Growing revenue isn’t solely about acquiring new clients—it’s about maximizing the value of the relationships you already have. I help brokerages uncover untapped opportunities within their existing client base, driving profitability without adding unnecessary complexity or sales pressure.
The opportunity is bigger than most brokerage leaders realize:
Industry research suggests that the majority of insurance customers never purchase another product after their initial policy—even though most say they’d prefer to bundle everything with one provider.
Many policyholders only hold one policy with their broker, leaving room for deeper engagement.
While some industry estimates suggest cross-selling can increase revenue per client by up to 25%, the real-world impact often exceeds that—especially when bundling introduces new lines of business, increases retention, and deepens client engagement across personal and commercial portfolios.
How I Help Brokerages Expand Revenue:
Client Portfolio Analysis
I review your existing book to identify bundling and account rounding opportunities. Together, we build clear, practical campaigns that expand coverage across personal and commercial lines.
Retention Strategy Development
Retention is a growth engine—when it’s done right. I help brokerages implement strategies that reduce churn, deepen relationships, and create consistent client touchpoints that lead to long-term loyalty.
Staff Enablement
The best cross-sell and retention strategies fall flat if your team isn’t confident in delivering them. I work directly with front-line staff and leadership to build the tools, training, and workflows they need to drive engagement.
