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Optimizing Profitability for HNW Agents and Brokers

HNW Re-Marketing and

Book Roll Calculator

Calculate how to make your company more profitable


A/B testing shows most agents/brokers re-market 2x more frequently than they realize. In one case, the EVP estimated 2 of 10 policyholders are re-marketed. The actual number was 2 of 3.

A/B testing shows we have an 80% reduction in policyholders requesting to be re-marketed when using the ValChoice automated system.

Kelly Endicott

Owner, John Dawson Insurance