IA Forward

Decluttering, Julie-izing, and the Cross-Sell Later Myth


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What does cleaning out your bedside table have to do with your agency? Shane and Tonya discuss decluttering your book, "Julie-izing" your business from the beginning to make it efficient, and why writing the monoline policy now and upselling later creates chaos. 

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IA ForwardBy Shane Tatum and Tonya Lied