Latest / The Insurance Growth Lab
The Cross-Sell tactics Behind Insurance's Best Agencies
Host Callan Harrington pulls together some of the best cross-sell moments from top insurance agencies on The Insurance Growth Lab. Featuring Chris Paradiso, Eric Roberts, and Clinton Houck, this episode breaks down exactly how elite agencies grow policies per customer and treat retention as the foundation of everything.
Chris explains why emails are for information and phone calls are for communication, and why calling every client each year beats any shortcut. Eric shares his detailed renewal journey, the needs-tagging system his team uses, and a simple 5-step method to close every client…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.