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Three tips to get PUP sales in motion at your agency

Move marketing PUP from "someday" to today

In theory, many agents understand that they should be offering a personal umbrella to each of their clients, but they put it off as other priorities take center stage. We get it! There are so many plates spinning every day in busy agencies across the country.

Here are three simple steps you can take right now (TODAY) to get personal umbrella sales in motion in your agency:

  1.  Download and use our PUP decline form.  Big "I" members love our RLI declination forms! The forms are a great tool as part of your conversation about the importance of personal umbrella.  If your client takes the coverage, you win! You've secured important protection for them, and a sale for your agency. 

  2.  Create an umbrella flyer for your agency, ready to share with your clients, in two clicks.  Marketing personal umbrellas starts with information and education. Click the PDF contact box to add your agency information, then save it and upload to your website, print a supply for your office, and deliver to clients with their proposals.

  3.  Share RLI's Umbrella Overview and UM/UIM videos.  Whether it's by placing on your web site, posting on social media, or via email to your clients, sharing these brief videos is sure to raise important awareness among your client base about the need for personal umbrella coverage. 

Ready for more? We have so much to offer! RLI places a host of marketing and sales tips at your fingers through the RLI Producer Portal (contract Tracy Guyette for login information).  
Contact Tracy Guyette with any questions.