Personal Lines Program

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Personal Lines Program

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Cross-Selling

DELUXE Personal Lines CSR Cross-Sell Program™ »
Proven Program Encourages and Motivate CSRs.

This time-tested, popular program helps you to accomplish three essential growth goals: To write new business for existing personal insureds, to increase your rate of retention, and to generate fresh commercial and life insurance leads.

Here's what's included »

24-page Manager's Guide. Leads you every step of the way. Helps you to get the absolute best sales results. Encourage your CSRs with a special combination of bonuses, penalties, forms, sales aids, and regular meetings. The guide walks you through the steps needed to introduce your program to the toughest of all juries: the CSRs themselves! Click here for a sample page from the Manager's Guide.

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.

CD Software »

Ten Bonus Tools for Managers and CSRs. Helpful templates for Word. Click for details.

Cross-Sell Calculator™ software. Helps you to project the monthly activities you want from each CSR, to budget for CSR bonuses and other expenses, and to project revenue, retention, and profit. Generates a highly informative multi-page report, including a business case for CSR selling to present to your reps when introducing the program. It also outputs CSR self-reporting forms to inform you of all new sales, referrals to agents, and cancellations, each and every month. These reporting forms include room for CSRs to calculate their own bonuses and penalties. Requires Microsoft Excel 97 or later.

» Click for sample screens.

ALSO RECOMMENDED » MINI-GUIDE: 80 SALES IDEAS FOR PERSONAL LINES CSRs.

Software Requirements >

	Windows 98 / ME / NT / 2000 / XP
	Microsoft Excel 97 or later and Microsoft Word 97 or later.
	Cross-Sell Calculator™ requires Excel to run.

Windows®, Excel® and Word® are all trademarks of Microsoft Corporation.
Cross-Sell Calculator™ is a trademark of Shulman Consulting Group, Inc.

Personal Lines CSR Cross-Sell Program™	US Funds
Regular pricing	$249
Pricing for members of these sponsoring groups (click here for list).	$229
Pricing for Agency Ideas subscribers & Auto-Owners agents	$199

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