[2025 Templates] Cross-Selling Email & Text Message Templates for Agents & Advisors

Take the guesswork out of retention and ensure your client have the coverage they need to thrive. Use these plain-text email templates to communicate with your individual and group business clients about your cross-sell options!

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Strengthen Client Relationships & Boost Retention

Identifying and acting on cross-sell opportunities doesn’t just drive revenue — it deepens client trust and satisfaction by delivering timely, relevant solutions.

You know cross-selling is key to growth. But actually doing it? That’s where the challenges begin.

We've got you covered.

These plain-text email and text message templates help your agency move faster and convert more low-hanging fruit, without the hassle of crafting a new message each time. Access templates for cross-sell communications, like:

  • Group/Employer (general)
  • Group Health / Dental and Vision
  • Group Health / Life Insurance
  • Group Health / Employees Turning 65
  • Individual Client (general)
  • Individual Client
  • Individual Turning 26
  • Individual Client Turning 65

Get the cros-sell email and text message templates:

Why is cross-selling important?

Cross-selling insurance coverage is a great way to deepen relationships with your existing book of business. When your clients have more policies with you, they're more likely to stay with you. Thus, your client retention rate improves, and your agency is able to achieve your growth-related goals. 

How do I use these templates?

Copy and paste these templates into your editor of choice (including the Automated Workflow, Email Marketing, and Text Message tools in AMS+!). Then, make edits as you see fit and start sending meaningful and helpful communications to your clients. 

Who is AgencyBloc?

AgencyBloc is the #1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space. Our suite of insurance-specific solutions can help your independent agency, GA, IMO/FMO, or call center remain compliant and accelerate growth.