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The answers is probably already sitting in your agency, you’re just not paying enough attention to it.
Not to mention it might take a lot longer than you want or need it to.
Regardless of what you might think, there’s not much difference between an average high-net-worth account and a plain old personal lines account.
The only difference is your mindset you have about which one you can get.
That’s what I talked to Kurt Thoennessen, of Ericson Insurance Advisors, about how he does and the cool new tool he developed to make life easier.
Connect with Kurt Here: