[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 

Identifying and acting on cross-sell opportunities is not only a way for you to increase revenue; it's more importantly a way to provide more value to current clients.

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

These plain-text templates provide you with emails you can take and use immediately to start cross-selling across your book of business. 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  / 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 template?

These templates are in PDF and Microsoft Word format. Open them in your program of choice and edit! If you're using AgencyBloc already, the variable data fields used within the templates will be familiar. If you aren't, definitions for each have been provided so you can use your email provider's version of these fields.