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(upbeat music)

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- Cross-selling is vital to our agency.

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We know that it's the
stickiest way for retention,

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so we're always looking
for ways to cross-sell.

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- Travelers' operations have provided us

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with a wide variety of products from boat,

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landlord, home, umbrella, as
well as a list of accounts

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that we have not rounded
out, which all helps us

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be efficient when servicing
and writing new business.

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- Our agency is at a 73%
account rounding percentage

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on our Travelers book of business;

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so that's really what we focus on

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right from the beginning
with every client.

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- The Assumed Auto Quote program,

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it's not like anything that
we've ever seen before.

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We've been super impressed
by Travelers' ability

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to leverage the data points in ways

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that we haven't seen other
insurance companies do.

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- We can just say, "Hey,
I have a fantastic quote

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"already ready for you.

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I believe you have these three
vehicles. Is that correct?"

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And it makes the process a lot faster.

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- The Assumed Auto Quote program

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improved that productivity by 300%;

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it was really, really fantastic.

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- The partnership with
Travelers is always evolving.

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The tools that they bring to our staff,

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the social media offerings
that we can promote

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with their support.

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- Having a partner like
Travelers really helps us

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just with speed of quoting,
and knowing that it's going

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to be a positive customer interaction

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and that you know the
customer will be happy.

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- We bring the best value to our clients

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by total account selling,
by providing that auto home

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and umbrella coverage,

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and Travelers does a great job

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of being competitive in those products.

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- Having a partner like Travelers,

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for me and for our agency in particular,

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it furthers that peace of mind.