Stop Selling Policies. Start Packaging Profitable Solutions.
In this tactical training, top-performing agent and trainer Chase Gruening breaks down how to 4x your revenue per client using a packaging strategy he calls “Umbrella Selling.” If you're still selling standalone Medicare policies, you're leaving massive money—and impact—on the table.
Chase shares how to shift from amateur agent to high-level advisor by:
- Presenting bundled “umbrella” packages instead of isolated products
- Educating clients the right way (using automated webinars + CNA flow)
- Increasing client retention with multi-policy relationships
- Mastering cross-sell strategies with just 2 carriers (Aetna + Liberty)
- Re-framing conversations around risk protection, not fear
This is practical, replicable, and proven. Whether you’re brand new or scaling a Medicare agency, Chase gives you the blueprint to grow faster and smarter.
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CoachG: https://www.coachghuddle.com
Events: https://www.coachghuddle.com/events
Facebook: https://www.facebook.com/Coachg.ChaseGruening/
TikTok: https://www.tiktok.com/@coachg_chasegruening
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