On every call just ask:
When was the last time you updated your beneficiaries?
Pro tip to cross- sell life insurance
Missed opportunity: Seamlessly add life insurance to your portfolio, cutting issuance time and boosting approval rates. Tap into a new revenue stream, fostering a multi-line business with improved retention rates. Life insurance talk: When customers shop for homeowners insurance while purchasing a home, it's a perfect moment to discuss life insurance. Here are some example prompts used by top Goosehead agentst
s Do you have a mortgage? How much is left s Do you have young children? How many s Would you like to add an Accidental Death Benefit to your Auto policy? s Do you have any life insurance in place? Action time: Partnering with Ethos means collaborating with top-rated carriers. Next stepst s Discuss life insurance with every client shopping for homeowners insurance§ s Email your existing book of business§ s Share your agent website to broaden your reach.
M a k e y our custo m ers lo v e y ou — an d ne v er lea v e
27 %
Increase in revenue for life-attached home/renters customers. 12 %
1 7 %
Increase in annual re t en tio n for life-attached home/renter customers.
Increase in c u stom er satisfactio n for life-attached home/renters customers.
Go to your agent portal at
today agents.ethoslife.com
For agent use only. The information herein is provided solely for educational purposes to provide you with information about products and services offered through Ethos. Agents are expected to act within the scope of their license and may not sell, solicit or negotiate life insurance unless licensed in the state. Commissions paid to life licensed agents only.
© 2025 Ethos Technologies Inc. Ethos operates in some states as Ethos Life Insurance Services. CA license #0L28949; AR license #100164629. Ethos offers policies issued by the carriers listed at www.ethoslife.com/carriers. Products and their features may not be available in all states. The information and content provided in this document is for informational purposes only and is not to be considered legal, tax, investment, or financial advice. No contract is formed or amended by this document.
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