Ashley Branches Out
InsBen Consulting is a cross-discipline firm, often needing cross-selling marketing materials on the fly. Ashley, a seasoned producer, uncovers a sales opportunity when one of her biggest clients suddenly has the potential for multi-life DI and executive benefits. Ashley wonders, “Where can I get insurance and benefits documents?” Her competitive co-worker John just discovered MRL, and was proud to finally know something Ashley didn’t. “Don’t you know you can use MRL’s handy Advanced Search to find what you’re looking for?” Ashley reluctantly checked MRL out for herself.
After quickly using the Advanced Search, Ashley saves the core NFP Disability brochure and two executive benefits pieces. She has just what she needs, and so does her client. “Aren’t you going to say thank you?” John asks. “Sure,” she replies. “Thanks, MRL.” |
