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Cross-Sell Flip-Charts™ »
COMMERCIAL Lines EDITION
 
Help your commercial
lines CSRs to convert incoming service calls into new business and
referrals. Reps can see at a glance where to look on the chart, based on
the type of account: artisan, small business, or larger business. CSRs use them to
uncover policies
and endorsements while on the phone with a client [see photo below].
Included on each flip-chart »
 | First three flip-pages. Separate
pages for agency insureds who are artisan contractors, small business
owners, and owners of medium-to-large businesses. Each page guides a
commercial lines CSR through the entire phone call starting with a simple
warm-up, before discussing any additional premium endorsements and new
policies. Pages continue with additional lead-ins, culminating in a
series of protection-enhancing reminders. Includes space for CSR to
add their own reminders and comments.
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| Last flip-page. Presents
30 red flags to help each CSR to spot valuable sales and referral
opportunities that they might otherwise overlook.
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| Back page. Displays tips and easy-to-follow examples for retaining
business insurance accounts during both hard and soft market cycles.
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| Appearance. 8.5" x 11". Printed in color on durable
white cover stock. White comb bound. Stylish in appearance.
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Cross-Sell Flip-Charts™ for Commercial
Lines CSRs |
Price per
chart. US Funds.
Minimum order of two. |
| Five-page commercial lines cross-sell flip-chart. |
$25 each. |
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Commercial Flip-Chart
