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CROSS-SELLING
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INDEX OF AGENCY IDEAS® RESOURCES
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Cross-selling is the least risky, most-profitable, action your agency can take.
It does more than generate some easy new sales, it also helps to keep
other insurance agents out of the picture, including the Internet and direct
mail marketers. Additionally, formalized CSR cross-selling tightens the
bond between customer service reps and clients, dramatically increasing your
agency’s overall retention ratios. The innovative cross-selling tools
[below] will help you to accomplish these goals, and more, in your agency.
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DELUXE Personal Lines CSR Cross-Sell Program™. Complete
program includes 24-page Manager's Guide, 3 DELUXE CSR Cross-Sell
Flip-Charts™, Cross-Sell Calculator™ software and 10 Bonus Tools for
Managers and CSRs.
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DELUXE
Personal Lines Cross-Sell Flip-Chart™. Seven-page chart
assists your reps to upsell and cross-sell by increasing limits, add /
combine policies, enhance existing contracts, and generate fresh leads with
practical talking points. Includes space for reps to customize the
chart for their individual needs. Spiral bound. Beautifully
printed in full color on extra heavy stock.
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80 Sales Ideas for
Personal Lines CSRs™. 16-page P&C sales mini-guide printed on
durable stock. Filled with practical CSR selling
and cross-selling ideas for new and seasoned
personal insurance customer reps.
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Commercial Lines Cross-Sell Flip-Chart™.
Help commercial CSRs convert routine client 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 contractor, small business, or
larger commercial.
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Cross-Selling Tools
