AgencyMaxx Marketing

About the Book

AgencyMaxx Marketing is considered one of the property and casualty industry’s most comprehensive proactive financial services cross-selling programs. The independent distribution of financial services is shifting from the traditional life and annuity agent to the banks, wire houses, and property and casualty agencies. Property and casualty agencies that previously considered the cross-selling of financial services a luxury now realize the necessity and long-term survival value of proactive marketing. This book is a must read for any agency that wants to offer a comprehensive approach to risk mitigation.

About the Author

Marlin’s property/casualty consulting history dates to the early 1980’s when he served as a red-carpet salesman for large commercial accounts of Travelers contracted agencies. When the Travelers Insurance Company spun off Travelers Life and Annuity, Marlin ultimately became a Senior Life Sales Vice President, focusing on increasing Travelers distribution within the independent brokerage world. As such, he realized that many advisors, although skilled in their ability to sell life and annuity products, were not properly trained to work within property/casualty agencies. Bridging the gap between property/casualty risks and human asset risks is an essential part of financial services cross-selling. Marlin has developed highly successful and practical cross-marketing programs to assist P/C agencies in building proactive selling systems. He has also developed an educational platform for independent life and annuity advisors. His proven cross-selling marketing systems are considered leading edge in today’s dynamic world of insurance marketing.