About
Cross-sales campaigns can be an extremely effective tactic to generate more business from existing customers. Customers with more products also stay longer and are easier to retain. Learn how Foursquare Insurance has had huge success utilizing Rocket Referrals to generate over 75 quotes from their recent cross-sale campaigns. From this live chat, you'll learn tips and tricks you can implement in your agency to see similar success.
Presenters
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Torey Maerz
Co-founder and CEO, Rocket Referrals
Torey Maerz is the co-founder and CEO of Rocket Referrals, a leading insurance communications platform and one of the fastest-growing companies in the U.S. according to Inc. 500.

With more than 20 years of experience as a technology leader and entrepreneur, Torey brings a wealth of knowledge on how business owners can apply a startup mindset to grow their companies, get more done, become more agile and effective, and create a culture that attracts top talent.
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David Thompson
Director of Marketing and Sales, Foursquare Insurance
David Thompson is an insurance and investing broker. He lives and breathes for his family…His wife, Alanna, is his heartbeat, and runs the family… Makkedah, Jennifer, Jayden, Annie, and Jackson. They are very involved in their local church and in the foster/adopt community. They gave birth to Makkedah & Jennifer and adopted Annie, Jackson & Jayden. David became an insurance agent because he believes folks should live with peace of mind that when life happens, their insurance policies will help get them back on their feet quickly.
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