The Digital Broker Podcast

063 - Customer Touchpoints That Your Agency Might Be Overlooking


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In this episode of The Digital Broker, Ryan Deeds and Milan Malkani talk about customer touchpoints, specifically the ones that are often overlooked by insurance agencies. By listening to this episode, you will learn how to cross-sell and upsell more successfully, how to visualize customer touchpoints with the help of a funnel, and how the payment process is a gateway to more customer touchpoints, not the conclusion of them.
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