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B-File

Bring Life, Retirement and Retention to your P&C World

In its simplest form, B-File is cloud software that creates a meaningful profile of your customers. It's used to uncover Cross-Sell opportunities and true Life and Retirement leads which create more revenue for your agency. All using the patent pending B-File Risk Assessment Calculator. 

Truth be told, you and your sales staff don’t like talking about Life or Retirement with your new and renewal customers. B-File is a liability calculator that prompts your team to have a scripted conversation to properly assess the customer's true liability protection needs. While your team is having the B-File conversation, the system is identifying future P&C Cross-Sell opportunities and Life and Retirement prospects, making it easier for your agency to identify all of the missing items in the household.

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