B File

Website
42524 Hayes Rd
Clinton Township, MI 48038
https://bfilesystem.com

B File, based in Clinton Township, MI, offers a comprehensive and automated solution designed to enhance the efficiency of insurance advisors. Their repeatable process helps users retain and grow their book of business through dedicated appointment coordination, risk assessment software, and follow-up support for both existing clients and prospects.

The system provides users with tools to identify upsell and cross-sell opportunities in property, casualty, life, and retirement services. By integrating with platforms such as Microsoft Bookings and Salesforce, B File fosters consistent communication and service, allowing advisors to focus on building strong client relationships while enhancing their practice's growth potential.

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United States›Michigan›Clinton Township›B File