How to 4X Your Insurance Revenue with One Strategy

2025-05-30

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 c...

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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