Campaigns

AEP, T65, cross-sell and reactivation: how we plan, sequence and measure campaigns for an existing book.

2 articles

An agency owner in an armchair highlighting a printed client list, with a laptop on his knees

How to cross-sell your existing book of business

How to cross-sell your existing book of business: has X, not Y filters, agent-vetted lists, a one-question first text, batches and appointment setting.

Nov 6, 2026 · 11 min read

Three colleagues around a table sorting coloured sticky notes, with a laptop and coffee

Campaigns

Insurance lead sources compared: 5 options for agencies

Insurance lead sources compared for independent agencies: bought leads, T65 mail, seminars, cross-selling your book and reactivation, with cost and effort.

Nov 6, 2026 · 12 min read

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