Printed charts to help your CSRs to sell. (These tools are not instant downloads.)
Deluxe Personal Lines Edition.
Pricing. $30 per chart.
FREE SHIPPING (USA and CANADA only).
Buy with our PDF mini-guide: 167 Sales Ideas for Personal Lines CSRs™… and save (Details).
Chart size: 8.5" x 11".
Ink: Printed in full color.
Paper: Durable white cover stock.
Binding: White comb bound.
New and veteran personal lines CSRs often need guidance in converting incoming service calls into additional commissions and referrals. These deluxe seven-page charts assist reps to upsell and cross-sell by increasing limits, add and combine policies, enhance existing contracts, and generate fresh leads with practical talking points. Includes usage instructions on the top of each flip-page and blank spaces for reps to customize the chart for their individual needs. Printed on extra heavy paper for deluxe durability.
Contents of the flip-pages.
The basics. Guides CSRs through the basic cross-sell / upsell process. Separate tracks for every insured, plus auto-only and home-only clients. Includes suggested ways to obtain missing policy x-dates and other basic sales driven information. Presents 18 talking points.
Increased limits. Increased liability limits are important and easy to sell. All that a CSR has to do is convince a consumer that they need more of what they already possess -- by either increasing limits or adding an umbrella. 15 talking points.
Combine policies. Motivate insureds and prospects to place all of their personal insurance (primarily auto and homeowners) with the agency. 23 talking points.
Common discounts. Lists 30 potential discounts for most major personal lines policies, including specific sections for auto, home, and boat. CSRs can customize this list as needed. CSR attention to discounts can partially fund additional insurance purchases, while reassuring the consumer that they are enjoying favorable pricing.
Common options. Chart presents over a dozen popular endorsements to suggest to selected auto and homeowners insureds. Talking points are presented for each. These include such favorites as rental reimbursement, replacement cost on contents, and identity-theft.
Who, when and how to ask for referrals. The back page of the chart lists over 20 suggestions to develop fresh sales leads. It helps CSRs to ask the right people, at the right time. It also suggests how to ask.
Item number: PLFC-PRINTED