Cross-Sell Contact Report
For reps to complete for each account that they service.  Along with the bonus program, it encourages CSRs to attempt a cross-sale or to explain why they can’t.
 

Prospect Profiler
This specialty lead finder deals with four common cross-sell targets: ID-theft, umbrellas, home-based businesses, and term life.  Reps can use it to record the names of potential prospects who match the profile, based on the day’s client interaction and related events.
 

Rate-A-Fear
Form for CSRs to complete and score their own sales-related concerns. This revealing tool helps to pinpoint key areas where improvement or change is needed.
 

Personal Insurance Preferences Form
For new clients to complete after they initially agree to buy from you or prior to quoting.  Either way, it uncovers contact, protection, and deductible preferences. CSRs can use its revealing info to upsell, cross-sell, gain new referrals and more.
 

Future Sales Evaluator
Use after identifying which clients are missing key coverages or policies.  Spot the ones who are the most salable and should be solicited first in a cross-sell / upsell campaign.
 

CSR Prospect Report
Simple prospect identification log for CSRs to complete and periodically turn in to management.  May be used in a search for new prospects campaign.
 

Flip-Chart Introductory Memo to CSRs
Memo from management to CSRs explaining the purpose and use of the charts.
 

CSR Sales Concerns Survey

CSR Sales Concerns Survey — sample managerial responses
You have to dig into the details to discover why some CSRs simply won’t sell.  To facilitate the needed disclosure, the survey lists a half-dozen frequent CSR concerns for reps to rank by importance.  Distribute the surveys at an upbeat agency meeting and ask that they be candidly completed and returned to management in a sealed envelope. Respond to each CSR individually in writing, using our six sample answers as a guide. Follow-up with one-to-one meetings to reinforce the necessity of CSR selling and to openly discuss any outstanding issues.