[Free Templates] Cross-Sell Email Templates for Agents & Advisors

Use these plain-text email templates to provide more value to your individual and group business clients!

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Cross-Selling to Individual and Group Clients 

The ability to identify and act on cross-sell opportunities is not only a way for you to increase revenue; it's also a way to provide more value to your current clients.

You can identify these cross-sell opportunities by running reports in your agency management system. But, then comes the tricky part: figuring out what to say and how to deliver the message.

You can use these plain-text templates to start cross-selling across your book of business immediately. They're completely flexible, so you can edit as needed.

Get the Email Templates:

What templates are included?

Templates included in this download:

  • Group/Employer (general)
  • Group Health / Dental and Vision
  • Group Health / Life Insurance
  • Group Health / Employees Turning 65
  • Individual Client (general)
  • Individual Client / Child Turning 26
  • Individual Client Turning 65
  • Medicare Supplement / Prescription Drug Plan
  • Medicare Advantage / Hospital Indemnity Plan
  • Medicare  / Dental Coverage

Can I edit these templates?

Please do! Any email you send should always reflect your agency's brand and communication style. Use these templates as inspiration for creating your own set to share with your agents and advisors. 

How do I use these templates?

These templates are in PDF and Microsoft Word format. Open them in your program of choice and edit! If you're familiar with AgencyBloc, the variable data fields used within the templates will be recognizable. If you're not, definitions are provided for each so you can use the fields offered by your email provider.